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Edgewater Fullscope Blog

Improving Lead Qualification in Microsoft Dynamics 365

Mar 21, 2017 8:00 PM

When we look at the lead qualification process in Microsoft Dynamics 365, there is a standard outcome for a lead that includes creating a new Account, Contact and Opportunity when a lead is “Qualified” (see diagram of Qualifying Leads above).  When the lead is disqualified, no new records get created and in either situation the Lead record becomes a closed record in the solution.

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