D365 Opportunity Sales Cycles and Cycle Stages Setup

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D365 Opportunity Sales Cycles and Cycle Stages Setup

Before you can start using sales opportunities, you must perform D365 Opportunity Sales Cycles and Cycle Stages Setup. A sales cycle contains a series of stages that go from the initial contact to the closing of a sale. Each stage can have certain requirements that must be met, such as needing a sales quote, before an opportunity can go to the next stage. You can also mention whether a stage can be skipped. You can setup as many sales cycles as you need and you can set up as many sales cycle stages as necessary within a sales cycle. Implementing opportunity sales cycles contains setting up the sales cycle, defining the different stages of the cycle, and then assigning the cycle to opportunities. Assigning the relevant D365 Opportunity Sales Cycles and Cycle Stages Setup activity or tasks t...

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