Microsoft Dynamics CRM 2011: Working with Connections
Introducing the new connection functionalty in Dynamics CRM 2011
Microsoft Dynamics CRM 2013 Application New Features - Security Models
Lead Management: Qualifying Lead To Opportunity
To qualify a Lead to Opportunity, follow these steps:
On the Navigation Bar, click SALES and then click LEADS.
In the Leads view, select and open the a lead record.
In the Command Bar, click Qualify. If the Duplicate Warning dialog appears, click Continue.
Microsoft Dynamics Social Engagement 2015 Update 1 - New Features
Opportunity : Opportunity Form Fields contd.
Revenue: The method for calculating estimated revenue. If an organization uses automated pricing, select System Calculated. Otherwise, select User provided and then enter an amount under Est. Revenue.
Est. Revenue: Estimated revenue for opportunities with products added to them. If you selected User provided, enter an amount in this field. This value appears in the list of opportunities on the main Opportunities page and is used for forecasting.
Est. Close Date: The date when the sale is expected to close. This date is used for forecasting.
Partner Landscape Overview: Microsoft Dynamics CRM 2011
A 30 second overview of the partner opportunities with Microsoft Dynamics CRM.