Qualify – 365 Community Online

Restricting users from creating an account directly but allowing them to qualify leads

Is it possible to restrict user from creating an account but at the same time allowing them to qualify the lead? I tried to…

11 July 2020 · BIPIN KUMAR

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…

13 August 2019 · Matt Collins

Dynamics 365 Customer Engagement

Qualify Lead in D365 CE: Select which entity records should be created

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…

8 August 2019 · Priyesh Wagh