I'm new to CRM and the industry. I am assisting the process of implementing Dynamics in our firm. When working with leads, i noticed something weird. Say i have created a new lead. Now i have the options "Existing contact" and "Existing Account" open. I can associate an existing contact to this lead. The "Existing account" option is still available, and it is possible to add any random account to this field. is it the way Dynamics work? ideally when the contact is selected, the account to which he/she belongs should be reflected in accounts field right? why is this not happening?
When qualifying a Lead to Contact and then associating it to an account the experience you are seeing is how the product is designed. It allows the user to select the appropriate parent account. Although the user options have changed with the most recent CRM release to Polaris.
What update rollup version of CRM are you using and are you using the new UI form or the traditional form?
Jerry, Microsoft Dynamics CRM MVPCRM Innovation - Consulting and SolutionsNeed a solution for CRM to help you manage your Internet Lead Capture or Events ?Follow me on Twitter
The version we are working on is Microsoft Dynamics® CRM 2011 (5.0.9690.3358) (DB 5.0.9690.3339).
And we are using the Online UI form.