I believe that Orion will include the ability add the sales process to custom entities, but can you also allow each form on the custom entity to have a different sales process. We would like to create a custom opportunity entity with multiple forms, each with their own unique sales process.
This is handy for client that sell "direct" with one sales process, and sell via a "channel" with a different sales process.
Comments
It would also be helpful for very large organizations with a dedicated sales staff for each product line (aka multiple "companies" with the same customer base).
Category: Account, Contact, Calendar and Activity Management
Thank you for your feedback. This is a great suggestion, and we will consider this in our roadmap. We are considering providing conditional branching to all sales process. I guess if and when ship that - your scenario will be satisified. Thanks again. ====================== Prashanth GanapathyRaj PM, Dynamics CRM, Microsoft ======================
Category: Account, Contact, Calendar and Activity Management
Thank you for your feedback. This is a great suggestion, and we will consider this in our roadmap. We are considering providing conditional branching to all sales process. I guess if and when ship that - your scenario will be satisified. Thanks again. ====================== Prashanth GanapathyRaj PM, Dynamics CRM, Microsoft ======================
Category: Account, Contact, Calendar and Activity Management
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