[Video] A Better Way to Qualify a Lead in Dynamics 365
This article discusses a better way to qualify leads in Dynamics 365 and Power Apps. The author shares their frustration with the lead qualification process and explains how they developed their own solution. They demonstrate how their custom qualification tool allows users to create accounts, contacts, and projects from leads, and how it can be customized to fit different processes. The author also highlights the importance of using a custom lead qualification process for compliance with Microsoft's licensing restrictions. If you're interested in improving your CRM system, you can reach out to the author for more information.
Article 9m
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