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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can i handle enqui...
Microsoft Dynamics CRM (Archived)

How can i handle enquiry in ms crm

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Posted on by Community Member

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 Profile Picture
    Community Member on at

    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

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    Community Member on at

    is there any other way linked with activities?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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

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