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Who would have guessed the frustration that the tiny little QUALIFY button on the Lead form in Dynamics 365 could cause! In this post, we take a look at a better solution for qualifying and converting leads in Dynamics 365 for Sales.
A lot of sales teams are frustrated with how lead conversion works in Microsoft Dynamics CRM. Starting with CRM 2013, whenever a user clicks the “Qualify” button, an Opportunity is always created. We were hoping to see a fix in CRM 2016 but, sadly, the process still works the same.
How can an organization reconfigure Microsoft Dynamics CRM to allow sales to qualify a lead without creating an opportunity? This article offers 6 options.
Microsoft’s Rollup 12 is not as forgiving as previous versions when it comes to the Currency field. After applying Rollup 12 to an on-premise instance of Dynamics CRM 2011 (this one happened to be running the Internet Facing Deployment deployment) but not enabling the Enhanced User Experience (aka Flow UI), we noticed that we could no longer qualify leads.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.