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Sales Process - Can I stop the whole process after closing an opportunity (no order or invoice generation, etc) RRS feed

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    Hi there,

    I am currently reassessing our CRM needs and I am evaluating Dynamics CRM Vs SalesForce.

    One of the major complains I got from our commercial department (besides the lack of dashboards in Dynamics CRM 4) is the sales process in Dynamics CRM. That is, after winning an opportunity, the sales rep has to register an ORDER, then an INVOICE, ...

    What they want is to stop the whole process after closing the opportunity. The whole ORDER and INVOICE process is dealt by our financial department and this functionality is a sort of a burden to our commercial/sales department.

    Is there a way to customise Dynamics CRM so I can stop the whole process with the winning/closure of an opportunity?

    To be fair I can see how this request makes sense. The whole ordering and invoice process should be dealt by an ERP system... The built-in Dynamics CRM ORDER & INVOICE functionality might be nice for a small business but there must be a way to circumvent it for those organisations using SAP or some other ERP system...

    Thoughts?

    Regards,
    P.

    -- PMDCI, Master in BA, PRINCE2, ITILv2, MCP, MCTS (SharePoint), MBSS (Dynamics CRM), VTSP 4
    Thursday, February 3, 2011 4:39 PM

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    You can stop the process whenever you want, and this is more a case of defining the usage guidelines than necessarily any customisation of the application. However, to avoid confusion you can just remove permission on the order and invoice entities (and any other relevant entities) from the users in the commercial department, so they won't even be aware of them in MS CRM
    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Friday, February 4, 2011 10:46 AM
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    I am under the impression it isn't this simple. Reason being that in order to register an opportunity as won, one must convert it into an order.

    Att,
    P.

    -- PMDCI, Master in BA, PRINCE2, ITILv2, MCP, MCTS (SharePoint), MBSS (Dynamics CRM), VTSP 4
    Friday, February 4, 2011 11:28 AM
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    If you use quotes, then CRM does lead you down the route of creating an order from the quote.

    However, you can directly close opportunities as Won without creating an Order. This functionality is available out of the box

    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Friday, February 4, 2011 12:13 PM
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