Hello Experts,
We are currently testing MS Dynamics CRM 4.0 in our environment. Everything is set up and running just fine. I have some questions on how items are associated with each other within the system.
Background:
We are a company that sells product through our ecommerce site and we take sales orders over the phone. We currently use and older version of Epicors Clientele product to capture potential leads and customer information. This is also tied into a SQL database which helps us with orders and being able to track this information.
Questions:
1) How do we associate a lead or opportunity with an order?
2) How are products associated with accounts or contacts?
3) How does MS Dynamics NAV (accounting software?) play a role with the entire CRM system?
We were wondering if 1 and 2 are just configuration issues or is there something that is more involved. Any help would be greatly appreciated. Thanks in advance for any help.
LEADCREW
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