Is it possible to restrict user from creating an account but at the same time allowing them to qualify the lead? I tried to do it with OOB security roles
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In this video, I take you through the steps to enable and use the new qualify Lead experience coming to Dynamics 365 Customer Engagement in October. You can try this
Back in the olden days (pre 2015 I think), you used to have the ability to qualify a lead and choose the record that would be created. Microsoft removed the
Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qualification experience. I’ve written this post when I enabled the
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