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Auto Creation of Contact on creation of Lead

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Posted on by Microsoft Employee

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

  • Suggested answer
    Nishant Rana Profile Picture
    Nishant Rana 11,320 Microsoft Employee on at
    RE: Auto Creation of Contact on creation of Lead

    With Dynamics 365 marketing, we can have contact created along with lead on Marketing form submissions.

    Refer this - nishantrana.me/.../

  • Suggested answer
    Shiho Fujita Profile Picture
    Shiho Fujita on at
    RE: Auto Creation of Contact on creation of Lead

Under review

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