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.