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5Hi everyone,
I am new to Dynamics and am trying to figure out if there is some way to change how leads are handled.
Our company deals the accounts to the Account Execs and from there we contact multiple people within the company.
And therefore we would like to be able to give them Accounts (Business names) then just focus on a specific contact.
OOTB Dynamics Sales as we know has focused the Leads section to be focused on the contacts.
I want to be able to change that, so that it's focused on Accounts instead of contacts.
Options i have thought about:
- Create a copy of Sales hub where i somehow set up so that the Dataverse main table is Account - and so i don't screw something up for future updates
- Try to somehow get "sudo" access and change the above in "OOTB Sales hub".Found this article but i do not fully understand: Link - Lead Name as Account instead of Contact Name - Microsoft Dynamics CRM Forum Community Forum
- Create my own "Leads" where i set Account as the main table
- Read here that you can change the Business Rules to somehow make it work in older versions - Link: How to use business rules in Dynamics 365 (advantage.co.uk)
Would gladly appreciate if you have any ideas on how to do this in 2022 without messing up dependencies so that we can proceed to work with automation etc with the sales accelerator.
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