Understanding Leads and Opportunities with Dynamics 365 Sales (CRM)
Inside This Article What makes a lead different from an opportunity in Dynamics 365 Sales? How is the qualify action used to convert leads into opportunities? Why do opportunities follow their own business process flow separate from leads? Let’s start off by defining what a “lead” really is. Yes, I know it sounds obvious. For a lot of people out there, it’s not. The key to understanding how to convert leads and whether or not they’re of use to you and your company is understanding the basics. Once you understand the basics of how the data [...]









