[Video] Unlock the Power of Customization When Winning and Losing Opportunities


Customizing the "Close as Won" and "Close as Lost" processes in Dynamics 365 can enhance your CRM experience. By tailoring these processes to match the unique needs of your business, you can streamline workflows, remove unnecessary steps, and add important data points. For example, you can customize the fields that appear when marking an opportunity as "Won" or "Lost" and automate follow-up actions. These customizations are available to all clients enrolled in Managed Service Plans (MSP). The goal is to create a CRM system that adapts to your business, maximizing the value of your investment in Dynamics 365. Contact P2 Automation to learn more about customizing your Dynamics 365 experience.


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