Experlogix for Microsoft Dynamics CRM

Quotes created in 3 Easy steps

Step 1 | Step 2 | Step 3                                                                                   Error prevention ensures Complete accuracy

Step 1 - Create Quote in Microsoft Dynamics CRM > Enter Quote description and select Customer or Prospect > Click Configure.

aQuote Step1

Step 2 - Make selections from easy to follow menus and options. Save and Close

aaaaQuote Step 3

Step 3. Review in Microsoft Dynamics CRM

aaQuote Step Final

Error prevention - Users are notified or prevented from making invalid choices.


Menus and Check boxes ensure only valid choices can be made. Inputs can be used for parameter based modeling.


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Please Demonstrate This Solution

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