Select which entity record to be created when Qualify a Lead
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...
