Working Group #7 — Dynamics Config Review

14 Jan 2026, 10:0040m 0sPASTE

Complete

Emma Richards

1000 words·10 segments

82%

Marcus Webb

800 words·8 segments

72%

Tom Briggs

400 words·4 segments

42%

Emma Richards

Sales pipeline set up with 7 stages. Question about approval workflow for deals over 50K.

Marcus Webb

Yes, deals over 50K need manager approval. Sarah is firm on that.

Emma Richards

Stakeholder demo suggested for 29 January.

Agreement

Deals over 50K require manager approval before proposal stage — automated workflow to be built

Maintains existing business process in new CRM

Marcus Webb10:15

Confidence

92%

Action

First stakeholder demo of Dynamics 365 scheduled for 29 January

Emma Richards10:30

Confidence

88%