Dynamics Community Forum Thread Details

Lead to Credit App to Customer Process

Hi All,

I am very new to Dynamics 365 CRM and am in the process of self teaching. One of the Processes I am looking to execute is a Lead to Credit application to New Customer business process.

Essentially take lead information change the form to a Credit App which is filled in and sent via email to a customer to sign complete. When that information is returned have the info in the lead sent to Account Receivable who would perform the credit check. If the customer qualifies I would then want the ability to change the lead form to a prospect form and have notifiers attached to it for different departments to enter information?

Does this type of functionality exist? And would I need to create new entities and tie them to Business rules and Process Flows.

I appreciate any help anyone can provide.

Thanks

Jordan

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Application

As a general principle, I'd try and stick to using the standard lead and customer (account and contact) entities, as CRM gives some standard functionality to qualify a lead to a customer.

For the custom data to collect (the Credit App, credit check, and other information entered by departments), you could either use fields on the lead or customer entity, or create a custom entity for this. In general, it is easier to create custom fields on the existing entities if you want to use them in business process flows or workflows. However, there a couple of reasons to use custom entities:

If different permissions are required, and at different levels. Although you can use field level security profiles to control access to individual fields, this is separate for the permission levels in security roles that you apply to different entities
If other parts of the business also use the lead entity, but don't need the credit app functionality. It is possible to hide this condiionally for custom fields, but again you get more control with separate entities

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