Dynamics 365 Customer Engagement
How to Create a Lead Disqualification in Power Automate
How to Create a Lead Disqualification in Power Automate By JOSHUA KRANHOLD The more I get to work with Microsoft Power Automate… Continue Reading Joshua…
Tag: lead
Dynamics 365 Customer Engagement
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. When creating a new lead, for Qualify sales stage,…
Dynamics 365 Customer Engagement
Lead score as criteria for customer segmentation
We know how to create segments. And we know how to use lead scoring models. But did you know you can now use that…
Dynamics 365 Customer Engagement
Capitalise your lead and contacts names consistently in CDS
Leads and contacts within your common data service (CDS) environment can come from multiple sources. Some common sources include: Imports from Excel spreadsheets Data…
Dynamics 365 Customer Engagement
New Old Qualify Lead Experience
Back in the olden days (pre 2015 I think), you used to have the ability to qualify a lead and choose the record that…