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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Send a Survey to a Lead
Customer experience | Sales, Customer Insights,...
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Send a Survey to a Lead

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Posted on by JDMCRM 1,799

Standard out of the box Dynamics Sales process dictates you create a lead record initially and only once qualified is an Account/Contact/Opportunity created.

The 'Send Survey' button on the Lead form requires an Account/Contact is selected to send the Survey to. However, the Contact wouldn't have been created at this point. 

Has anyone encountered this issue?

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