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Hi,
We are in the process of setting up dynamics 365 sales for our sales organization. But we are struggeling a bit in how to separate leads, prospect, opportunity and account. How this process works in standard setup is not suiting our organization so good. We would like to use them in a bit different day than the thought of it is. We are thinking about the following:
Leads: use Business process flow to divide the leads in what stage they are for example: Qualification, prospect, close. So when you qualify the lead the deal has been signed and a new Account+Contact are created. And the account which are created are relationship type: customer.
Account : only existing and buying customers. (no prospects)
Opportunity: Only for existing Accounts for new opportunities outside the existing contract. For example our company are selling different brands, if we have a contract with the customer for Brand A and are trying to sell in a new contract for the same customer but for Brand B.
My question is, is there any risks to change the logic to the above setup? how much should standard override customization to org needs and vise versa?
Let me hear your thoughts.
Best Regards,
Emma
Hi EmmaCRMadmin,
There are no risks in changing the logic to the above setup. You can achieve this with a small amount of customisation.
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