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How can i handle enquiry in ms crm

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Posted on by Community Member Microsoft Employee

I have a scenario, where i need process for enquiry in ms crm with custom entities and after enquiry is done i want to convert it to customer , i mean any best solution in ms crm like we do standardly with lead business process flow.

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Community Member Microsoft Employee on at

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RE: How can i handle enquiry in ms crm

If you can create an activity like the customer onboarding task, once it is completed, you can use workflow to promote enquiry to a customer. This approach doesn't need any coding.

Mansoor
Community Member Microsoft Employee on at

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RE: How can i handle enquiry in ms crm

is there any other way linked with activities?
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Community Member Microsoft Employee on at

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RE: How can i handle enquiry in ms crm

Hi,

You can create a custom entity called Enquiries and you can maintain some status in Enquiry like Qualify, once you change the status of Enquiry to Qualify, you can create customer/contact with help of the plugin.

Mansoor