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Processes

Important

This feature is only available in Tamarac CRM for Microsoft Dynamics 365.

Defining and maintaining consistent business processes is one of the main reasons people use Tamarac CRM. Consistent processes help make sure people using the system can focus on their work and not on remembering to perform a set of manual steps. Processes can be simple or complex and can change over time.

Here are some recommended Best Practices

Click here to learn more about Processes in Dynamics CRM.