![\"2024](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/09\/2024-Updates-to-Dynamics-365-Lead-Qualification.png\")
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In the latest Dynamics 365 2024 release wave 2 plan<\/strong>, Microsoft has improved the Lead Qualification Process<\/strong>, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently.<\/p>\n Previously<\/strong> users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead.<\/p>\n Now<\/strong> with the new experience administrators can:<\/p>\n Select Automatic<\/strong> if you want the records to be created by the system automatically. If you would rather a seller decide whether to create a record, use an existing record, or skip record creation, select Seller<\/strong>.<\/p>\n Suppose you want an Account<\/strong> to be created automatically when a lead is qualified, but you would like to allow the seller to decide about the Contact<\/strong> and Opportunity<\/strong> records. It can be configured in the manner displayed below:<\/p>\n When you click on Qualify<\/strong>, the following options are available:<\/p>\n Check out the screen clips for reference:<\/p>\n When you allow the seller to decide whether to create an Opportunity<\/strong>, you have the option to customize the Opportunity<\/strong> form that appears during the lead qualification process when the seller is creating\/editing the Opportunity<\/strong> record.<\/p>\n You can click on “Add or remove fields<\/strong>,” which will open the “Opportunity qualify lead form<\/strong>“, the main form of Opportunity<\/strong> in Power Apps<\/strong>. Here, you can add or remove fields as needed, as shown below.<\/p>\n Once you have finished customizing the form, clicking the \u201c+ New Opportunity<\/strong>\u201d or Edit icon<\/strong> on the Opportunity<\/strong> will display the form as shown below:<\/p>\n Upon qualification, the seller can generate up to five opportunities for the lead. This is especially helpful for leads tied to multiple deals.<\/p>\n You can enable this feature as shown below:<\/p>\n Once enabled, you’ll see the option to create new opportunities. You have the option to create up to five opportunities for the relevant lead during the qualification process. After creating 5 opportunities, clicking on “+ New Opportunity<\/strong>” will have no effect, as shown below.<\/p>\n On qualifying the lead<\/strong>, you will see the summary as shown below:<\/p>\n And when you click “Finish<\/strong>,” the first opportunity will be opened by default. Additionally, the Originating Lead<\/strong> will be set on all 5 newly created opportunities, as shown below:<\/p>\n You can now view a Lead summary once it’s qualified along with the linked record details. To use this feature, you need to enable the \u201cOnce a seller qualifies a lead, let Copilot summarize its key info<\/strong>\u201d option, and Copilot<\/strong> must be turned on for your organization.<\/p>\n Once enabled, you can see the Lead summary<\/strong> as shown below:<\/p>\n With the latest updates to Dynamics 365, customizing the lead qualification process has become easier. By tailoring how records are created, allowing up to five opportunities, and integrating Copilot for lead summaries, organizations can significantly enhance their sales efficiency and flexibility.<\/p>\n In the latest Dynamics 365 2024 release wave 2 plan, Microsoft has improved the Lead Qualification Process, enabling administrators to customize the process, and making it easier for sellers to qualify leads more efficiently. Previously users had the option to automatically create Account, Contact, and Opportunity records when qualifying a lead. Now with the new\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16],"tags":[2944],"class_list":["post-39337","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","tag-lead-qualification"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/39337","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=39337"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/39337\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=39337"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=39337"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=39337"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
How can you make this process work better for you?<\/strong><\/h3>\n
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![\"2024](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/09\/2024-Updates-to-Dynamics-365-Lead-Qualification-1.png\")
<\/a><\/li>\n![\"2024](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/09\/2024-Updates-to-Dynamics-365-Lead-Qualification-2.png\")
<\/a><\/li>\n<\/ol>\nLet\u2019s dive into the features available in the new lead qualification experience!<\/strong><\/h3>\n
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![\"2024](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/09\/2024-Updates-to-Dynamics-365-Lead-Qualification-3.png\")
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![\"2024](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/09\/2024-Updates-to-Dynamics-365-Lead-Qualification-4.png\")
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![\"2024](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/09\/2024-Updates-to-Dynamics-365-Lead-Qualification-8.png\")
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![\"2024](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/09\/2024-Updates-to-Dynamics-365-Lead-Qualification-12.png\")
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<\/a><\/p>\nConclusion:<\/strong><\/h2>\n
![\"LADA\"](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/09\/LADA.png\")
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