
Build MS Dynamics workflow
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Description
Experience Level: Entry
We have a running MS Dynamics CRM (Sales Hub) on cloud, that we manage sales pipeline and sales opportunities on. What we need is to automate the process for proposal writing approval cycle. The process is as follows:
-Sales Rep open an existing opportunity
-Link opportunity with a specific MS Teams Channel
-Sales Rep opens opportunity page and Clicks on (Request Proposal Button) "Process Starts Here"
-Request sent to Sales Manager to allocate a resource "Tech sales" to start writing the proposal
-Techsales receives the request and start writing the proposal "File to be shared on Teams Channel"
-After Techsales finishes proposal, he/she submit confirmation that files are ready for review
-Another person (Checker) open the files and updates the files and add comments in the files shared on teams channel
-After approval, checker send confirmation that files are ready for submission and approved from his side
-Sales Rep open an existing opportunity
-Link opportunity with a specific MS Teams Channel
-Sales Rep opens opportunity page and Clicks on (Request Proposal Button) "Process Starts Here"
-Request sent to Sales Manager to allocate a resource "Tech sales" to start writing the proposal
-Techsales receives the request and start writing the proposal "File to be shared on Teams Channel"
-After Techsales finishes proposal, he/she submit confirmation that files are ready for review
-Another person (Checker) open the files and updates the files and add comments in the files shared on teams channel
-After approval, checker send confirmation that files are ready for submission and approved from his side

Hassan E.
0% (0)Projects Completed
1
Freelancers worked with
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Last project
6 Jun 2023
Egypt
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