Microsoft Dynamics® CRM Training

Qualifying an Opportunity

Video Details

In Microsoft Dynamics CRM, the sales process applies to the Lead and Opportunity entities. It is represented by the Process Bar that appears in the new flow forms. There are four stages in the sales process by default, but these stages can differ between the two entities.

In this tutorial video, we demonstrate how to manually create a new Opportunity record without qualifying a Lead. We also explain how this impacts the sales process by demonstrating the differences between the sales processes across the two entities.

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