Creating Workflows - Microsoft Dynamics CRM 2011 Series by Zero2Ten

Loading...

Sign in or sign up now!
Alert icon
Upgrade to the latest Flash Player for improved playback performance. Upgrade now or more info.
2,115
Loading...
Alert icon
Sign in or sign up now!
Alert icon

Uploaded by on Mar 29, 2011

http://www.zero2ten.com This CRM 2011 video goes through how to create 2 workflows:

1) Notification when an opportunity hits the proposal stage in the sales cycle AND it is above $250K

2) Updating the Account to Relationship Type = Client when an Opportunity is WON.

For more details, contact us at: http://www.zero2tencrm.com/aboutus/contactus.aspx

  • likes, 0 dislikes

Link to this comment:

Share to:
see all

All Comments (1)

Sign In or Sign Up now to post a comment!
  • I am a brand new user to CRM... I could sure use a Tutorial on the EXACT steps for setting up CRM 2011,and starting from scratch... thanks.

Loading...

Alert icon
0 / 00Unsaved Playlist Return to active list
    1. Your queue is empty. Add videos to your queue using this button:
      or sign in to load a different list.
    Loading...Loading...Saving...
    • Clear all videos from this list
    • Learn more