Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
hai , is thr any way to do this ?. When Lead is created, mail should be sent to user and when user replies as interested, convert it to opportunity.
so if we divide this requirement to two pieces:
1. Send email to customer as soon as lead is created.
It is very simple and straight forward - you can setup a workflow which should trigger on create of the lead and send email.
2. when customer replied on the email , qualify the lead.
Its is tricky because how do you decide that the email sent by customer because he is intrested? He might sent email just for query? if you need to by default convert the lead as soon you get a reply or you need to look for specific keyword you can create a plugin/customer workflow on creation of email record. and qualify lead. docs.microsoft.com/.../sample-qualify-lead
When the lead is created , You just fire a workflow and mail to user .
When user Replies,You should write plugin or workflow step but the received email shows nothing about the regarding object as you know All that glitters is not gold
. You should use Campaign and Campaign response.
when you use campaign which has Email Channel you can have received mail and then you could just qualify that lead.
You can do this using the following steps.
01. Add a user lookup field to Lead - call it Email Sent To User
02. Create a workflow on Create of Lead - to Send the email and also set the Email Sent To User lookup value to that user
03. Create a workflow on Email Create/Status change and Qualify if the reply is received from same user. please see blow
Hope this helps
Business Applications communities