Lead to Opportunity Sales Process

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I'm confused. We're implementing Dynamics 365, but we're not familiar with the purpose of the Lead to Opportunity Sales Process. When using other CRM solutions like Salesforce or Oracle, a lead is a stand alone object that you work and then "convert" into an Account and a Contact and if there is potential to do business, then an Opportunity too.

The BPF that comes out of the box is forcing a specific process, is there a reason that a lead is designed to be worked this way rather than just allowing a User to enter information and select "Qualify" to create an Account and Contact and not an Opportunity (unless required), as is the case with a solution like Salesforce?

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nitinagg16 200 on at

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Hi ,

Please refer below link :

crmbook.powerobjects.com/.../microsoft-dynamics-365-sales-process

Thanks

Nitin

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Yash Trivedi CRM 351 on at

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Hello,

please refer below link ,may it will help you.

www.indusa.com/.../dynamics-crm-sales-process-everything-need-know

if it help you then,please mark yes as answer.

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PranavShroti 4,510 on at

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Back in CRM 2011 days, we used to have a dialog box popup where in users had an option to select particular entity during conversion. Account, Contacts, Opportunity. Now current versions no longer has this functionality. I believe its for record purpose and MS wants to enforce that people follow what MS believes as a sales cycle. Opportunity has to be part of sales cycle. :)

If you want to change that default feature, then I am afraid you will have to develop a custom PowerApp or something similar.

hope this helps.

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Community Member on at

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Thanks so much for the insight, appreciate it! :)

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Community Member on at

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Thanks so much for the resource, appreciate it!

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Community Member on at

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Thanks so much for sharing, appreciate it!

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