Creating a Codeless Opportunity Payment Schedule in Microsoft Dynamics CRM
This presentation will teach you how to create an automatic payment schedule for a sales opportunity using the latest features of Dynamics CRM Online.
Join Microsoft MVP Leon Tribe for a unique, no-code approach to creating multiple records automatically in CRM Online to streamline your sales process, reduce customization, and remove complexity. Leon will demonstrate how to break up a large Opportunity into multiple smaller payments by relying on the basics of Calculated Fields and Dialogs. The approach also offers a way of getting around the "infinite loop detector" of CRM Online which usually prevents the creation of multiple records through looping.