Greetings, everyone! In the world of business, it is important that customer relationship management (CRM) systems are utilized to ensure that customers are satisfied, and businesses are successful. Microsoft Dynamics 365 is a popular CRM system that is being used by many companies, but users may encounter issues with the stage processing feature. This article will guide you through how to hide stage processing in CRM 365 for clients.
Before we dive into the main discussion, let us discuss what is meant by stage processing, and why you may want to hide it from clients.
What is Stage Processing in CRM 365?
Stage processing is a powerful feature of Microsoft Dynamics 365 that allows users to visualize the progress of a business process, such as a sales pipeline, on a Kanban board. The stages represent different steps in the process, with each stage containing several fields that need to be filled out before moving on to the next stage. However, some users may wish to hide this feature from their clients for various reasons.
Why Hide Stage Processing from Clients?
There are several reasons why clients may not need to see the stage processing feature of CRM 365. One common reason is that clients may not need to see the inner workings of a business. Alternatively, the user may want to customize the system to suit the client’s needs, and hiding stage processing can enhance the user experience. In either case, hiding stage processing is a useful tool for managing customer relationships in a way that benefits both parties.
How to Hide Stage Processing in CRM 365 for Clients
Now that we have established why you may want to hide the stage processing feature in CRM 365, we will guide you through the process of doing so.
|Step 1||Log in to CRM 365 and go to the solution explorer.|
|Step 2||Select the solution that contains the entity where you want to hide the stage processing feature.|
|Step 3||Locate the entity where you want to hide the stage processing feature and click on it.|
|Step 4||Select the Forms option and open the form where you want to hide the stage processing feature.|
|Step 5||Click the ‘+’ button to add a new tab to the form.|
|Step 6||Give the tab a name, and ensure that the Display label on the form option is unchecked.|
|Step 7||Add the fields that you want to display in the tab.|
|Step 8||Save and publish the changes to the form.|
By following these simple steps, you can easily hide stage processing in CRM 365 for clients.
Frequently Asked Questions (FAQs)
1. Why would I want to hide stage processing in CRM 365 for clients?
There are multiple reasons why you may want to hide stage processing, such as clients not needing to see the inner workings of a business or customizing the system to suit the client’s needs.
2. Will hiding stage processing affect my business processes or workflow?
Not at all. Hiding stage processing will only affect what clients can see; it will not impact the workflow or business processes.
3. Can I still access the stage processing feature once I have hidden it from clients?
Definitely. Only the clients will not have access to the feature, while you, as the user, will still be able to use it to manage your business processes.
4. Can I hide stage processing for only specific clients?
No, stage processing can only be hidden from all clients, not just specific ones.
5. Will hiding stage processing impact my business’s transparency?
Not necessarily. You can still share the relevant information with clients, while keeping the inner workings of your business hidden.
6. Can I unhide stage processing once I have hidden it?
Yes, you can unhide stage processing by reversing the steps used to hide it.
7. Will hiding stage processing change the look and feel of CRM 365 for clients?
No, the basic look and feel of CRM 365 will remain the same for clients even after hiding stage processing.
8. Will I need to update my CRM 365 version to hide stage processing?
No, hiding stage processing can be done on all versions of CRM 365.
9. Can I hide stage processing for multiple entities at once?
No, you will need to follow the steps to hide stage processing for each entity individually.
10. Will hiding stage processing have any impact on the data stored in CRM 365?
No, hiding stage processing will have no impact on the data stored in CRM 365.
11. Is it possible to hide stage processing temporarily?
Yes, you can unhide stage processing at any time to view the progress of a business process and hide it again when you are done.
12. Can I hide only a single stage while keeping the others visible?
No, you can only hide stage processing in its entirety; it is not possible to hide a single stage while keeping the rest visible.
13. Is there any risk to my CRM 365 account while hiding stage processing?
No, hiding stage processing is a simple and safe process that does not pose any risks to your CRM 365 account.
We hope that this article has given you a better understanding of how to hide stage processing in CRM 365 for clients. By utilizing this feature, you can customize the CRM system to better suit your clients’ needs, enhance transparency, and improve customer relations. Remember to follow the steps carefully, and always analyze the impact of any changes made to the system.
Start utilizing the stage processing feature in a way that benefits both you and your clients. Happy CRM 365 customization!
The information provided above is solely for educational purposes, and we do not guarantee its accuracy or applicability. Any action you take based on the information provided above is at your own risk, and we are not responsible for any loss or damage incurred. Please consult a professional if you have any doubts or concerns.