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When a quote is created, or an order is created ; it is most of the time required to be approved by the Sales Manager before sending it to customer.
so it is not only enough to export it to Office Word, Approval should be provided out of the box and should be configurable.
We need an approval engine in Dynamics CRM which is role based. The first use case is as described above. It is a very common step in most companies
STATUS DETAILS
Declined
Administrator
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