Dynamics 365 Customer Engagement
Lead Qualification without Opportunity Creation
Qualifying a lead is a process. Is there a fit? Are the parties ready? These are two dimensions that have to be evaluated on…
Tag: creation
Finance & Operations
Intercompany Vendor / Customer creation
Intercompany Vendor and Customer can be created by creating a relationship between the two intercompany records. Whenever the intercompany vendor and customer is created,…