How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 for Sales CRM

When the defaults don’t do the job

This week in Microsoft Dynamics Support, we’ll look at how to add a reason to…

Continue Reading Ibrar Taki’s Article on their blog

How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 CRM

1.) Open the lead. 2.) From the command bar, click Disqualify and select a reason: 1.) Go to Settings> Customization> Customize the System. 2.) Expand the Entities menu: 3.) Scroll down and expand Leads, then click on Fields: 4.) Double click on the Status Reason field: 5.)

Blog Syndicated with Ibrar Taki’s Permission

Author: Peter Wolf

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