January Problem Solver of the MonthCongratulations to Sourav Dam for be selected in our monthly random drawing, Dynamics Community Problem Solver Sweepstakes.
Read aboug Sourav | Learn how to enter
2020 release wave 1 Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I often deal with situations where I know I am dealing with a real opportunity, but I wonder if I need to first create a Lead that I automatically qualify to start working on the Opportunity, or I can open a new Opportunity directly without starting with a Lead. What is the best practice?
You can achieve more consistent sales interactions by following the sales process as it takes you through each stage, from creating a lead to closing the sale.
The ideal option is to qualify a lead to an opportunity but you may alternatively create a new opportunity on the command bar by selecting + New. This article contains more information on creating and editing opportunities.
Qualify a Lead to Opportunity will execute the following steps.
1.Create a new account from field "Company".
2.Create a new contact from field "First Name" and "Last Name".
3.Create a new opportunity from field "topic".
Since you said that you have a real opportunity now, you could refer to the suggestions below.
1.If this account is a new account who was not in D365 before, you could start your work from a new lead.
2.If this account is existed in D365, you could start your workf from a new opportunity directly.
Hope it helps.
Business Applications communities