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Page 1: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 2: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Lead

Quote

Account

Contact

Opportunity

Invoice

Order

Qualify

Page 3: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 4: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 5: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 6: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 7: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Linking customer records

Page 8: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Record Relationships

ContactUser

(Salesperson)

Opportunity

Account

Page 9: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Record Connections

Adventure

Works

Opportunity

Connie

Watson

Reference

Litware, Inc.

Page 10: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 11: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Salesperson

Manager

Lead management

Default price list

Page 12: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 13: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 14: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Activities

AppointmentRecurring

Appointment Letter

Fax

Relationship

Assistant

Campaign

Response

Email

Phone Call TaskPosts

Notes

OneNote

Page 15: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 16: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Status and status reason

Page 17: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 18: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 19: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 20: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 21: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 22: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 23: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 24: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 25: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

Page 26: Opportunity Lead Contact Invoice - Data Communication · Refresh Hide Filters Show I Sales Overview Dashboard Activities v Todayv Calls Dynamics 365 Add Searc h Recipients Rene Valdes

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