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How to implement Process driven form in CRM 2013 for below? RRS feed

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    Hi,

    We have not yet started CRM 2013.How following Business logic can be implemented in CRM 2013 process driven form.

    1.Based on a set of questions answers  user can create opportunity in any Stage i.e( Stage 1,Stage 2 ,.)

    >>> Can we used dialogs for that?

    2. Move to next Stage when previous stage gets completed.

    Please suggest me.

    Thanks,


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Friday, August 29, 2014 3:00 AM

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    Yes you can create dialog for this. User will open the dialog and input the answers of customer and opportunity will be created and opened in front of user.

    Regards Faisal

    Monday, September 1, 2014 2:13 PM