Lead Enhancements in Dynamics 365 for Sales – 2019 Release wave 2


Below are some of the capabilities added in Dynamics 365 for Sales with lead management.

It applies to both Unified Client Interface and Classic Web Client 

When creating a new lead, for Qualify sales stage,

on the selection of Existing Contact

First Name, Last Name, Job Title, Business Phone, Mobile Phone, and Email field will be populated

On selection of Existing Account

Company Name will be populated.

Ability to choose which records to create (Account, Contact and / or Opportunity)

To enable go to Sales Tab of Administration à System Settings

Qualify lead dialog box à

The Qualify Lead dialog box was always part of the product which was removed later, and the contact, account and opportunity records were auto-created based on certain conditions which are nicely explained here.

https://www.crminnovation.com/blog/qualify-lead-crm-2011-vs-crm-2015/

https://ledgeviewpartners.com/blog/how-to-qualify-a-lead-in-microsoft-dynamics-365-crm/

This is how the old dialog box looked like.

Notes and attachments associated with the lead are displayed in the opportunity record that is qualified from it.

Lead Record à

Opportunity records created from the lead have the notes associated.

Thus, these capabilities bring faster capture of lead information, more control of which records to be created as part of lead qualification and also quick reference on the opportunity records created through lead qualification.

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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