In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently.
Previously users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead.
Now with the new experience administrators can:
- Decide whether sellers or the system should create Account, Contact, or Opportunity records upon lead qualification.
- Sellers can now create multiple opportunities (up to 5) when a lead is qualified.
- Modify the opportunity form that opens during lead qualification.
- Decide to let Copilot summarize the lead following the qualification process.
How can you make this process work better for you?
- Launch the Sales Hub app and navigate to the site map. From the bottom area, select App Settings.
- In the General Settings section, find Lead + Opportunity Management and click on Lead Qualification.
- Source link
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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