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you must have the "System customizer" and/or "System Administrator" role, If you do you can Click on the "Form Editor" when you have a contact open, you will...Read more
What is Microsoft Dynamics CRM competitive advantage?
3 Comments
BM
Dynamics CRM has the advantage of being a part of Microsoft. Some see that as a pro, others a con. Nonetheless, it is a full featured CRM just like several...Read more
I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?
1 Comment
G2
To set up and customize your sales pipeline in Dynamics 365 Sales:
Define Sales Stages: Go to Settings > Sales > Sales Process to set stages like "Lead,"...Read more
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