Qualify Lead is an add-in component developed to address specific needs for Microsoft Dynamics CRM. When qualifying a lead record, there is no longer get a dialogue asking which records to create (i.e., account and/or contact and/or opportunity). Instead, the qualification of a lead record will always result in the creation of an Opportunity.

Key Benefits:

One time Settings to avoid recurring pop up settings as it was in earlier versions.
When lead qualifies, have an option for pop up window settings.
Qualifies all three Account, Contact or Opportunity with option to open the form on creation and from Home Grid.
Notes be copied to New Account, Contact or Opportunity.
Notes also be copied to Existing Account, Contact or Opportunity.
Easy configuration and setup.
Tested as Microsoft Platform Ready for Microsoft Dynamics CRM 2013 & CRM 2016.

MTC is a leading Microsoft Dynamics 365 / CRM global engineering services firm. MTC offers a “right-fit solution” model leveraging its over 50 packaged Dynamics 365 / CRM products, all customizable for you to fit unique needs, with deep CRM and CRM Portal design, development, and life cycle engineering and support for an affordable solution-gap 1-stop resource globally to end-users and Microsoft professionals of all sizes.

Don’t Forget to Register Your Add-on from Within Your Dynamics 365 / CRM Settings

You will receive an email with helpful instruction links after download, a 2nd email confirming “License Activation” is also sent upon product license activation.

Qualify Lead

yayıncı: MTC