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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to convert Lead/pr...
Customer experience | Sales, Customer Insights,...
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how to convert Lead/prospect to customer

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Posted on by Community member
Hi
I need to convert Lead/Prospect to Customer in Account Type
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    how to convert Lead/prospect to customer
    Hi,
     
    Regarding your question about how to convert Lead/prospect to customer.
     
    After searching for information, our team found that this is a question related to Dynamics AX product.
     
    Here is an article detailing how to create sales prospect and convert prospect to the customer.

     
    The article is linked below.
    https://gfeaxblog.wordpress.com/2018/01/28/d365-how-to-create-sales-prospect-and-convert-prospect-to-the-customer/#:~:text=On%20the%20Prospect%20details%20form,Click%20Yes.
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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