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MS CRM 2011 ONLINE - quote - order process RRS feed

  • Question

  • Is it easy to customize CRM Outlook Client?

    In native client, there is convert to opportunity button, but I need to chage it to convert to quote. We are adopting a little bit smaller sales process to CRM and leaving all the unnecessary functions out. Because normally you can convert email to opportunity, now we will drop opportunity out and after that an email should be converted to quote.

    Thursday, August 8, 2013 6:44 AM

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