User Review
( votes)Below are some of the capabilities added in Dynamics 365 for Sales with lead management.
It applies to both Unified Client Interface and Classic Web Client
When creating a new lead, for Qualify sales stage,
on the selection of Existing Contact
First Name, Last Name, Job Title, Business Phone, Mobile Phone, and Email field will be populated
On selection of Existing Account
Company Name will be populated.
Ability to choose which records to create (Account, Contact and / or Opportunity)
To enable go to Sales Tab of Administration à System Settings
Qualify lead dialog box à
The Qualify Lead dialog box was always part of the product which was removed later, and the contact, account and opportunity records were auto-created based on certain conditions which are nicely explained here.
https://www.crminnovation.com/blog/qualify-lead-crm-2011-vs-crm-2015/
https://ledgeviewpartners.com/blog/how-to-qualify-a-lead-in-microsoft-dynamics-365-crm/
This is how the old dialog box looked like.
Notes and attachments associated with the lead are displayed in the opportunity record that is qualified from it.
Lead Record à
Opportunity records created from the lead have the notes associated.
Thus, these capabilities bring faster capture of lead information, more control of which records to be created as part of lead qualification and also quick reference on the opportunity records created through lead qualification.
Hope it helps..
