Hi Team,
There is a business logic which I'm trying to understand for implementation. The logic is a contact record has to be created automatically on creation of lead. There is an OOTB functionality but that works on click of Qualify button. However, the need is to automate contact creation on creation of lead.
Can you please suggest me the best approach that how this can be done.
Thank you,
Leo
With Dynamics 365 marketing, we can have contact created along with lead on Marketing form submissions.
Refer this - nishantrana.me/.../
André Arnaud de Cal...
292,162
Super User 2025 Season 1
Martin Dráb
230,962
Most Valuable Professional
nmaenpaa
101,156