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 this post when I enabled the Early Opt-in of Wave 2 Oct 2019 Updates. To enable Early Opt-in, please refer this post – Early Opt-in for October 2019 Wave 2 Updates
This is set to release for the Oct 2019 Updates.
Default Behavior
So when you Qualify Lead by default – Account, Contact and Opportunity records are created.
Notice that by default, the created Account and Contact are always auto-filled.
Lead Qualify Experience in System Settings
By default, D365 will let you create all three – Account, Contact and Opportunity records when you Qualify a Lead.
When you select No, you’ll be asked which all entities should be created when you Qualify a Lead.
Lead Qualification for selected entities
No, when you click on Qualify button, you’ll be treated with this Dialog box where you can choose what records should be created.
I’ll select only Opportunity this time
And only Opportunity will be created and notice that the Contact and Account are blank this time.
Hope this is useful!
Thanks.
Related Blog on one of Wave 2 2019 Update: Customize Opportunity Close dialog box in D365 CE v9 Unified Interface – Wave 2 update