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Dynamics 365 CommunityForums 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 CU27040946-14

Hi

I need to convert Lead/Prospect to Customer in Account Type

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RudyZhang Microsoft Employee on at

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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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