Disabling creation of Account and Opportunity when qualifying Lead in Dynamics 365 Sales

(0) Share

Report

Posted on by Community Member

Hello Community,

I learned that in Dynamics 365 Sales, in the system settings under the Sales tab there is an option called "Qualify lead experience" that we can turn off, so that the system does not automatically create opportunity records when we qualify the lead. And when we have that option turned off (set to No), we get the popup (attached screen shot below) when qualifying the lead. We can then decide if we want to create an Account, Contact, or even Opportunity when converting the lead to qualified.

My question is: does anyone know if there is an easy way to always set Account to "No" and Opportunity to "No" on the popup below, and disable/lock both options, so that users cannot toggle them to Yes to create undesired Account/Opportunity records as part of the lead conversion?

Thank you!

I have the same question (2)

All responses (1)

Answers (0)

Suggested answer

AJ-22040756-0 on at

Like (0)

Report

RE: Disabling creation of Account and Opportunity when qualifying Lead in Dynamics 365 Sales

Hi Partner,

Unfortunately There's no way to edit these as of now. User needs to manually clicks Yes or no in order to select a record which doesn't needs to be created.

You can share a feedback on https://experience.dynamics.com/ideas/

Was this reply helpful? Yes No