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MSD CRM Updates

Microsoft Dynamics CRM Leads Overview

In this Article, you’ll learn some of the common ways of working with Dynamics CRM Leads. Below steps represents the step-by-step procedure:

  • Create a new lead
  • Assign a lead
  • Add an activity to a lead
  • Qualify a lead

Typically, you’ll manage Microsoft Dynamics CRM Leads through the list view, using filtering and sorting to figure out which leads to follow up with. Here’s a list view of All Leads:

The manager will consume information about leads through dashboards, which provide a higher-level view of lead data. Here’s the example of the dashboard with lead data:

Dashboard

Dashboard

Creating Dynamics CRM Leads

There are several ways you can create a Dynamics CRM Leads. Here are some examples:

  • Create manually (see below for more detail)
  • Create using the Quick Create form
  • Import a list from Excel or another source
  • Automate the lead generation through a web form such as PowerWebForm
  • Convert an email activity into a lead

How to create a new lead manually

1. In your Lead View, click New. This will bring up the new Lead record where you can enter the information manually.

2. Fill out the required information such as Topic and Name, as well as any additional data you may have. Contact data is important for following up and qualifying leads.

Assigning Leads

You can assign leads a couple of ways. One would be to auto-assign leads from workflows. But you can also assign individual leads manually.

To assign the lead or several leads to the individual, open your Lead View and select the leads you want to assign. Select the Ellipses in a command bar and click to the Assign button in the drop down.

Assign lead Roles

Assign lead Roles

This will open a dialog box. The Assign to the field will default to the Me option, but clicking on that field will change it to the User or Team option, and you can use the lookup to search for any user or team you wish to assign it to.

Adding Activities to Leads

To include the activity to a lead, open a Lead record, navigate to Activities and choose which Activity you would like to add for that lead. Common activities are TasksPhone CallsE-mails, Appointments, and Booking Alert.

Adding phone activity to a lead

Adding phone activity to a lead

Here’s the example of what the Phone Call Activity looks like.

Qualifying Leads in Dynamics CRM

When you Qualify the lead, you can determine whether or not that lead is a good candidate for doing business with. At that point, the lead will be converted into the ContactAccount, or Opportunity or a combination of these 3 record types. If you notice that they are not good candidates for any of these actions, you will Disqualify the lead, which means that they are not currently a good candidate to do business with.

To qualify a lead:

1. In your Lead view, open the Lead record and you can either Qualify or Disqualify the lead in the command bar.

2. If you qualify the record, you can convert the lead into either the AccountContact, or Opportunity record, or the combination of those record types.

  1. If you Qualify the record, the original lead record is then deactivated.
  2. Then if you Disqualify a record, you’ll have the option of entering a reason why it is disqualified – Lost, Cannot Contact, No Longer Interested, or Canceled. Then the lead record will be deactivated and you will not be able to find it in your list of active leads.

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