Opportunity Planz 365 App ©

Allows Microsoft Dynamics Customer Engagement sales opportunities to become recurring with a few clicks. Ex: seasonal or annual opportunties.

Key Features :

  • Option to include product line item details
  • Ability to add custom prefix
  • Select a yearly, monthly or weekly recurring frequency
  • Select start date and end either after so many occurrances or by a specific end date
  • Ability to remove all recurrences at once or individually
  • Ability to edit recurrences in editable subgrid
  • Drill back ability from recurrence to parent recurrence for additional custom workflows
  • Select Make Recurring! Help menu available. Setup has options to include line item details and a custom prefix.
  • Create Recurring Pattern
  • Confirm Recurring Pattern
  • Ability to remove all recurs, or go into subgrid to edit or remove individually.