Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)
Under review by Community Managers

Under review

Thank you for your post! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Transfer leads to our resellers outside of our organization

Posted on by
We currently have Dynamics 365/Business Central and are looking for the best way to transfer leads to our resellers.
 
We have some inbound leads that need to be transferred to a reseller outside of our organization where they do not have any access to anything other than the leads they are assigned. What is the best solution to achieve this? Is there some sort of partner portal that can be created in Dynamics 365? Or is the best way to provide guest access?
 
Looking for any suggestions or solutions!

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans