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Qualify Lead Experience in On-Premise environment

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Posted on by Community Member

Hi everyone,

For one of our clients, I want to stop the automatic creation of Contacts when qualifying Leads.

In Online environments, I know the option "Create Account, Contact, and Opportunity records by default upon qualifying a lead" can be unchecked in system settings, as described here: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/define-lead-qualification-experience

But my client's environment doesn't have this option in system settings under Sales. The environment is an On-Premise environment version 9.0.16.7, should it be possible to find the setting somewhere and disable the automatic creation of Contacts for qualified Leads?

Kind regards

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protc on at

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Hi Florian,

Thank you for your query

The "Define lead qualification experience" is a fairly new D365 and it is currently not available on the recent versions of D365 On Premise.

For now, this could be achieved on On premise by the use of a custom code.

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JayBuddhdevtest 275 on at

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Hi Florian,

Please look at the response in this discussion form.

community.dynamics.com/.../restricting-users-from-creating-an-account-directly-but-allowing-them-to-qualify-leads

You can notice that people have mentioned about writing plugin, using flow and also creating a workflow. Since you are on-prem version, there is no way to use flow (considering you dont have flow license), I wouldn't suggest you with writing a plugin, but creating a workflow would achieve your goals.

Thanks

Jay

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Community Member on at

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Hi Jay,

Thank you for the response. The goal is to be able to qualify leads without automatically creating contacts. How could we use a workflow to accomplish that goal?

Kind regards,

Florian

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