microsoft dynamics crm销售流程功能的相关内容

Microsoft Dynamics CRM server 2013 一般销售流程之订单完成转财务应收款发票功能

订单完成后转财务应收款发票的新建，确认，取消。打开一个完成的订单。取消发票可以把发票的状态改成任意状态，非常强大。本文转自成杭 51CTO博客，原文链接：http://blog.51cto.com/hangtc/1683187，如需转载请自行联系原作者

Microsoft Dynamics CRM server 2013 一般销售流程之报价单功能详解

菜单----销售---- 报价单进入主页面，可以新建，删除，运行报表。如下图：星号的地方为必填项目。可以选中一个报价单，分派给助理或者特批管理人员，工作流是非常之强大哟。分配后，到所分配的帐号下，就可以看到单子了。系统视图是我认为CRM的精髓，所有的功能全在这里面，大家要好好研究...

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更新时间 2024-03-02 00:49:11

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