Wednesday, May 20, 2020

Select which entity records should be created When Qualify a Lead in D365

    Select which entity record to be created when Qualify a Lead 


When you click on qualify a lead it should provide an option to choose which record type you want to create.

As part of Wave 2019 Updates, it has brought some really nice features. 

The one which I would like to bring up here is the Lead Qualification experience. 

Please find the reference here: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/

By default, D365 will let you create all three records – Account, Contact, and Opportunity records when you Qualify a Lead.

As per the new Lead Qualification experience if you want specific records to be created when you qualify a lead then here is the step by step process:

1. Go to Advanced Settings -> Settings> Administration > Click on System Settings


2. On System settings,> Go to Sales tab> Scroll Down and Go to Qualify Lead experience and choose "No" > Click Ok


3. Go Back to Sales> Lead > Click on + New Lead Button: Create a Lead > Click on Qualify Button> It opens a Pop-up window> Choose the records which you want to create once Lead Qualifies> Click Ok.

I have selected the only contact to create as shown below.


4. Verify that a Contact record is created with the lead details:


That's it! Thanks...

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