790
dear all
i do have a scenario where upon lead creation, a new case will be created.
then a special role agent will check this case, if it is ok, then he will resolve it.
i built a workflow to change the status of the originating lead to be qualified upon the resolution of the case.
the lead status gets updated to qualified, but the automatic creation of opp/contact/account are not fired.
can you help?
thanks,
appreciate your quick response and great help.
regards.
Hi Ahmad,
If you have just set the status as Qualified for the lead then the creation of opp/contact/account won't happen. You need to use the action called "Qualify Lead". Refer below blog-www.inogic.com/.../new-predefined-actions-in-dynamics-365-processes
Hope this helps.
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