Dynamics Community Forum Thread Details

Lead Qualification to Opportunity & Quotes

Hi Experts,

I am just going through an introductory session on MS Dynamics CRM and have some questions.

Would request your kind advice on the following queries please:

1. Can the lead by qualified (into an opportunity) automatically based on certain parameters?

2. What if the lead is required to be authorised by a different entity other than the one who created the lead?

3. Can the leads be mass created out of a campaign?

4. Can the system save versions of quotes prepared over a period of time or only the latest version is available?

Thanks in advance.

Hi,

Thank you for your queries.

Here are your answers highlighted:

Can the lead by qualified (into an opportunity) automatically based on certain parameters?

1. Can the lead by qualified (into an opportunity) automatically based on certain parameters?

Yes, this requires building a Microsoft Flow, Process (workflow) or a Plugin (depending on scenario). Microsoft Dynamics 365 Web API has an action called QualifyLead, which can be called programmatically using any of the mentioned components.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/qualifylead?view=dynamics-ce-odata-9

2. What if the lead is required to be authorised by a different entity other than the one who created the lead?

If you mean to approve the leads before qualification, there is no out-of-the-box Approval Workflow available. However, you can build it using Microsoft Flow.

Any entity in Dynamics 365 (including Leads), have following user fields:

Created By
Modified By
Owner

Created By user and current Owner of the lead could be different users. Users can assign leads to other users, for review or collaboration. Apart from assigning, users can share the records with specified privileges with a team as well. Furthermore, you can also add new user fields, for your approvals, for example, Approved By.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/assign-record-user-team

3. Can the leads be mass created out of a campaign?

Yes, you can automatically convert Dynamics 365 email campaign responses to Leads:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/track-marketing-campaign-response-using-app-marketing-sales#create-campaign-responses-automatically

Also, if you are getting responses outside Dynamics 365, you can bulk import these as Leads:

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/track-marketing-campaign-response-using-app-marketing-sales#create-campaign-responses-automatically

4. Can the system save versions of quotes prepared over a period of time or only the latest version is available?

Yes, Dynamics 365 saves versions of quotes. Once users revises a quote, a new Quote is created with new version number and older quote is deactivated for history.

https://neilparkhurst.com/2019/06/27/mb-210-microsoft-dynamics-365-for-sales-quotes/#:~:text=Closed%20quotes%20can%20be%20revised,quotes%20can%20not%20be%20revised!

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