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Customer experience | Sales, Customer Insights,...
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Why does Microsoft destroy the understanding of a lead to make licensing work?

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In an RFP response I happen to find this statement on the docs site: Dynamics 365 Marketing focus on contacts, and Marketing treats each lead record as an expression of interest that is linked to a specific contact record. 

Now why on earth would Microsoft destroy the concept of a Lead, a non related record in Dynamics that once qualified will turn into an account, contact or opportunity? and this in the marketing application that should generate leads for conversion? Who makes these decisions? 

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Wynand Roos,

    Your quote comes from this link, let's look at it in context. The article clearly explains how Dynamics 365 Marketing handles leads and uses them to support marketing and sales processes. If you are integrating Dynamics 365 Marketing with Dynamics 365 Sales, then I recommend customising the lead views and dashboards shown to salespeople to ensure that only sales-ready leads are shown to them. Microsoft have not destroyed the concept of a lead, they have just created a lead lifecycle to suit the Dynamics 365 Marketing application.

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