New lead qualification experience
The article discusses the new lead qualification experience in Dynamics 365 Sales as part of the 2024 release wave 2. The feature allows administrators to enable and configure the new experience in the Sales Hub. The configuration options include choosing who creates the records (account, contact, opportunity) when a lead is qualified, adding columns to the new opportunity form, and enabling Copilot to generate a summary of key information on the lead. The article also explains the seller experience, where the seller can create records or have them automatically generated based on the admin's configuration. The article provides screenshots and a video demonstration of the new lead qualification experience.
Article 6m
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