web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Can you use queues for opportunities or leads?

(0) ShareShare
ReportReport
Posted on by 275

Hi Community,

Queues can be used to manage cases and activities. Queue items can then be picked and ownership is assigned.

However an this also be done for leads or opportunities?

Help is much appreciated!

Thanks, Debbie

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Neil Parkhurst Profile Picture
    10,727 User Group Leader on at

    Any entity could be assigned to a queue. But queues aren't enabled for leads out of the box.

    Simply go to customizations, select an entity, say Lead. Then under communication and collaboration tick the queues option. Publish your change and you can then queue the lead.

    NOTE: If you want to "play" with this do not do it in your production system. As once enabled the option can not be turned off. So you need to be confident it is what you want before enabling.

    Hope this helps.

  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at

    Yes, you can use queue for opportunity and lead, for that you need to enable queues checkbox under opportunity and lead entity definition.

    msdn.microsoft.com/.../gg328459.aspx

    Thanks 

  • tlsambo Profile Picture
    35 on at

    Hi Neil

    What problems could it cause if you enable queues in an entity?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans