Link products to a lead

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Posted on by Quentin

Hi all,

I am new to MS Dynamics CRM and still trying to figure out how to link products to a lead. I have 5 products (services actually) and I would like to track in my lead and customer/account files in which product these have shown an interest. How can I link the products to these leads?

Thanks in advance. Best regards,

Quentin

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jlattimer 24,562 on at

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Create a new 1:N Relationship between Lead and Product

Settings -> Customizations -> Customize the System

Expand Entities -> Expand Lead

Click 1:N Relationships -> New 1-to-Many Relationship

Choose Product for Related Entity -> Set Display Name to Lead

Save and Close

Click Lead in the left navigation

Click Publish at the top

Now on a Lead you will be able to add Products from the link in the left navigation

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Neil Benson 7,369 User Group Leader on at

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There are a number of ways to achieve this requirement. You could create a custom lead-to-product relationship and then associate a lead with an existing product. But personally, I would skip using leads and just create an account for all existing and prospective customers.

For your accounts, you could do the same thing: create a customer lead-to-product relationship, but you might be better with a link entity so that you can capture more attributes about the customers' interest. This would be a custom entity, 'Product Interest', associated with an account (N:1) and a product (N:1) plus some custom attributes such as Owner, Interested On, Interest Level, etc. Or you could have five checkboxes on the account form, or create a marketing list for each product and add the account to the relevant lists. Or you could just an opportunity when an account expresses interest in a product -- after all that's exactly what a qualified sales opportunity really is.

The most appropriate solution for you will depend on the detail of your business requirement and what you want to do with the interests once they are stored in CRM.

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Mohammad Atif on at

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Hi ,

Please update if the above information is helpful. if yes, please mark this thread as answered. as you have motioned you are new. I am sharing this link for CRM Videos , that will be helpful

Thanks,

Mohammad

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Nishant Rana 11,325 Microsoft Employee on at

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We could also make use of out of the box many to many relationship between lead and the product - leadproduct_association

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