From the Microsoft Dynamics 365/CRM Blogs: Qualify a lead; Capture signatures; Trial portal; File storage

In this week's Microsoft Dynamics 365 Customer Experience (CRM) blog roundup:

• How to qualify a lead in Microsoft Dynamics 365/CRM
• Capturing signatures in Dynamics 365
• How to create a Microsoft Dynamics 365 trial portal
• How to manage file storage options in Microsoft Dynamics 365/CRM

How to qualify a lead in Microsoft Dynamics 365/CRM

On the Ledgeview Partners' blog, Chad Collett said it might not always make sense to create a new account or contact when qualifying a Lead in Microsoft Dynamics 365/CRM.

There are a few out-of-the-box options with Dynamics CRM to provide users with some flexibility in this area. According to Collett, the first option is to populate the fields for an existing contact or an existing account.

Having a value in these fields will prevent a new contact or a new account from being created when qualifying a lead, he said.

But, what if you have a lead entered in CRM, and the lead only has a contact name and some basic info about the topic?

You can read the answer to this question here.

Capturing signatures in Dynamics 365

On the PowerObjects blog, Joe D365 said that in today's digital world, it is critical for businesses to be able to capture signatures without relying on printed documents. To simplify that process, Dynamics 365 enables signatures to be captured on the spot with the Dynamics 365 for Phones and Tablets App.

In his blog post, Joe explained how to enable signatures in Dynamics 365 as well as capture signatures in the Dynamics 365 for Phones and Tablets app.

The first step is to create ...