Best Practices for Lead Management in Dynamics 365 CRM
FREE Membership Required to View Full Content:
Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here
or
login
Learn how to optimize your Dynamics 365 CRM processes with effective lead management strategies. Discover how to set up lead routing rules and utilize predictive lead scoring to streamline your workflow and improve efficiency.
In this video, we cover:
- Setting up lead routing rules: Discover how to automatically assign leads to specific users based on certain criteria. This simple routing setup ensures that the right user can take swift action without a lengthy triage process.
- Predictive lead scoring: Find out how to set up and utilize predictive lead scoring within your CRM system to prioritize leads effectively. This minimal setup can significantly improve your lead management strategy.
Encore Business Solutions is a trusted Microsoft Dynamics 365 Partner, serving over 800 clients across North America with ERP and CRM solutions.