Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) How can I auto create ...

How can I auto create Contact and Account in Opportunities

(0) Share

Report

Posted on by Community Member Microsoft Employee

If a random person contacts me and tells me that he is interested in buying my product, but he is not part of Contacts in my CRM Dynamics system. It does not make sense for me to create a Lead and then convert him to an Opportunity. I would directly go and create an Opportunity. How can I create an Opportunity and have the Contact and Account create on the fly without me having to go and create Contact and Account separately and then link them to the Opportunity?

Any help would be appreciated

Thank you in advance

*This post is locked for comments