Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

MSFT - CRM Functional integrations

Client would like the ability to:

A) if the Opportunity exists in CRM - want the ability to have it automagically create a PROJECT in Progessus.  

B) From the Opportunity or Quote in CRM - to have it automagically create a BUDGET including resources and items listed in the Oppty/Quote.  


Idea is to reduce double entry necessary for customers who ae using both CRM and Progressus

  • Rich Fowler
  • Jun 29 2018
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