Microsoft crm 4.0 pricing

With the basics established for this customer relationship, David assigns the Opportunity and Quote to an Account Manager, Michael. She verifies the pricing, mark-ups, and checks for accuracy before printing it for the customer via Mail Merge and faxing it to the customer. After reviewing the proposed Quote, the customer requests that additional parts be added to the Quote and some others be removed.

Michael revises the Active Quote to make the necessary adjustments and the revised quote is re-routed past Susan who takes the necessary steps to verify the changes, get them approved, printed and faxed back to the customer.

The customer is satisfied with the revised Quote and decides to go ahead with placing an order. Michael converts the revised Quote to a Sales Order record and a Workflow rule alerts Susan about the Order which needs to be fulfilled.

She uses an ERP system to pull together the items needed to fulfill the Order. Susan closes the Order as Fulfilled and creates an Invoice from the Order. She sends the Invoice to the customer along with the bicycle parts the customer ordered. This sounds very useful information. If you could provide very basic instructions that would be great but if not - then it is no problem. Sign in. United States English. Ask a question. Quick access. Search related threads.

Remove From My Forums. Answered by:. Sign in to vote. Saturday, May 10, AM. Add a new attribute to the quote called support. Microsoft has also said that Titan will support multiple currencies and languages on the same server, which wasn't possible with its previous product, Dynamics 3. All of the new features mean that "Titan will give Microsoft a potent set of capabilities in the on-demand market and position the vendor to compete much more effectively," Warren wrote. Here are the latest Insider stories.

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More from the IDG Network. Microsoft sets initial pricing, rollout for CRM Live. Microsoft previews next version of Dynamics CRM.