From the Microsoft Dynamics 365 CRM Blogs: Leads vs. opportunities; Adding age verification; Email engagement; Track outbound sales activity

In this week’s review of the Dynamics 365 CRM/CE blogs: 

• Adding age verification to a real-time marketing form or landing page for smarter sales
• Leads vs. opportunities: When to use what  
• Unlock deeper customer connections and interactions with Dynamics 365 email engagement
• How to track outbound sales activity in Microsoft Dynamics 365

Adding age verification to a real-time marketing form or landing page

On her blog, Meghan Walker wrote that not every form is meant for everyone. She stated that sometimes you need to verify someone's age, such as when your service, product, or content has age limits due to laws or policies. 

She added that this could also apply to contests where alcohol is a prize or other situations where the person filling out the form must be a certain age. 

Walker noted that while some cases may require strict age checks, you can add a simple age verification request to a real-time marketing form, which asks a person to enter their birthdate before they can access the form. 

In her blog post, Walker explained how to do it. 

Leads vs. opportunities in Dynamics 365: when to use what for smarter sales

Writing on the Dynamics 365 Community blogs, an author from Array Platforms stated that if you're using D365 Sales, knowing when to use a lead and when to switch to an opportunity can make a big difference. The author noted that getting it right means a smoother sales process, better forecasts, and more time for your team to focus on closing deals.