Qualify Lead Experience not Working Properly

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Posted on by Community Member

Hello,

We have Wave 2 enabled on the online version. I have set the Qualify Lead Experience to NO in System Settings but we are not presented with the dialog box to choose which records to create from the qualified lead.

Is there something else I should check/turn on?

Thanks,

Beth

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Community Member on at

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RE: Qualify Lead Experience not Working Properly

That's what I thought.

Thanks for the response, Lu!
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LuHao 40,888 on at

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RE: Qualify Lead Experience not Working Properly

Hi JonesEA,

As far as I know, this is impossible.
Community Member on at

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RE: Qualify Lead Experience not Working Properly

But now the sales team wants all the default answer on Opportunity to be YES as well.

Currently the default is Yes on Accounts and Contacts but No on Opportunity.

Is it possible to change the defaults?
Community Member on at

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RE: Qualify Lead Experience not Working Properly

This suddenly started working yesterday in Sales (not Sales Hub). Yay!
LuHao 40,888 on at

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RE: Qualify Lead Experience not Working Properly

Hi JonesEA,

Please use another browser and try again.

If you still encounter this problem, I would recommend you raise a support ticket.
Community Member on at

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RE: Qualify Lead Experience not Working Properly

My apologies for the delay. . .

We have version 9.0.1912.3031 installed in the sandbox. No available update is showing.
LuHao 40,888 on at

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RE: Qualify Lead Experience not Working Properly

Hi JonesEA,

This is strange.

Could you check what version of your solution 'msdyn_SalesApp' is? Is it up to date?

If it is not the latest version, please upgrade it in the solution in Dynamics 365 Administration Center.
Community Member on at

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RE: Qualify Lead Experience not Working Properly

Something is missing somewhere.

I installed Sales Hub in our sandbox and tried this again. It's not giving me options for what to create when a lead is qualified in Sales Hub either.

Before I qualified the lead I made sure settings were correct -- System Settings > Sales > Qualify lead experience set to NO.
Community Member on at

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RE: Qualify Lead Experience not Working Properly

Ahhh....that explains it. I was expecting to see it in the Sales app. Thanks, Lu Hao.

I followed the instructions just didn't use Sales Hub.
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LuHao 40,888 on at

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RE: Qualify Lead Experience not Working Properly

Hi JonesEA,

The ‘Qualify lead experience’ dialog only works in Sales Hub app.

This dialog does not appear in other apps, including Sales.

Please check if you qualified lead in Sales Hub.

Also, please check that you are following the steps in this document exactly: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/define-lead-qualification-experience