Starting from CRM 2013, the process stages can be configured for user-defined entities. A classic example being the sales opportunity with different sales / process stages.
(1) Qualify -> (2) Develop -> (3) Suggest-> (4) Close.
However, there is no option in the extended search to search on stage status or to differentiate between the stages.
The AddOn "Process Extension" extends the CRM by providing an option to search on these "Stages“ via the extended search of the CRM. This is not possible in the standard version. Using this option e.g., targeted groups and marketing lists can be created or these can be evaluated with respect to sales.
The AddOn improves the usability of the CRM and extends the functionality by enabling faster and easier evaluations. This functionality is not available in the standard version.
Always the adapted AddOn version!
The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.
No recommended AddOns
|Server license < 51 User||900 CHF|
|Server license < 101 User||1350 CHF|
|Server license < 201 User||1800 CHF|
|Server license < 401 User||2880 CHF|
Annual Software Assurance is 18% of the license price
In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.
|Date of publication||24.09.2015|
|Language *||DE / EN|
* Additional languages can be provided on request