Call Us Today! 1-800-895-3254
[email protected]
Microsoft Training
Integent offers a comprehensive portfolio of training services, with an ideal fit for every organization. Ranging from general courses to custom solutions, we have you covered.
Learn About TrainingSee Full list of Courses
Microsoft Consulting
Integent provides consulting services for a variety of Microsoft applications including Microsoft Project, Project Online, Project for the Web, Dynamics 365, and Microsoft SharePoint.
Learn About Consulting
Microsoft Support
Microsoft technologies set the standard for project portfolio management, business applications, collaboration, and more. Integent has flexible solutions to support every customer.
Learn About Support
Microsoft Project
Integent has the knowledge and experience to help design and deploy a solution to help your organization manage projects and resources more effectively
Learn More About Microsoft Project
Microsoft Dynamics 365
Integent can help you nsure business continuity with a custom cloud solution that connects sales, service, finance, and operations teams to deliver results.
Learn More About Dynamics 365
Microsoft SharePoint
SharePoint is Microsoft’s collaboration platform that is a place where team members can communicate, exchange data, share files and much more.
Learn More About Microsoft SharePoint
Microsoft Power Platform
Consisting of Power BI, Power Apps, Power Automate and Power Virtual Agents, the Microsoft Power Platform helps streamline and improve business functions.
Learn More About The Power Platform
About Integent
Integent was founded in 2009 on the principles of building long-lasting relationships with customers, exceeding expectations, and providing outstanding customer service. 

We’re dedicated to providing a customized solution backed by our knowledgeable team of Microsoft experts.
Discover What Makes Us Different
GSA Schedule
Integent is GSA Schedule Contract holder. A GSA schedule helps simplify selling our services to government customers.
Read More Here
Stay informed on Integent’s latest company updates and other important industry information. Our passion is customer success.
Read The Latest News
Learning new software doesn’t have to be difficult with our library of dozens of free training videos. Our video training always has something new.
Browse Our Training Video Library
Our industry experts share best practices and common pitfalls to avoid, in order to get the most out of your technology solutions.
Discover More

October 27, 2021

How To Create and Qualify a Lead with Microsoft Dynamics CRM

Create a Lead in Dynamics 365 for Sales (CRM)

  1. In the navigation, select Leads.
  2. Select + New.
  3. On the Summary tab begin entering data:
  4. In the Contact section, enter the noted information. The information entered here will be used to create a Contact record when this lead is converted to an Opportunity.
  5. Now enter all the necessary information in the Company section. The information entered here will be utilized in creating the Account record when this lead is converted into an Opportunity.
  6. On the Details tab, fill out the Description, Industry, Annual Revenue, No. of Employees.
  7. In the Stakeholders section, select the More Commands button More Commands button., and then select + New Connection to add a contact as a stakeholder. A stakeholder is a key contact at the account who will be involved in decision-making. Only fill this out if you have someone other than the primary contact to keep track of.
  8. In the Lookup Records dialog box, enter a name or select the Lookup icon to choose from a list of suggestions. When you've entered the name you want, select Add. To create a new contact, select + New. By default, the contact you add is assigned the Stakeholder role. Select the role corresponding to the contact to select a different role such as Decision Maker or Technical Buyer.
  9. In the Details area of the Lead form, enter information about your lead's industry and preferred contact method.
  10. On the command bar, select Save.

Qualify a Lead (Creates an Opportunity)

Do you have what you're lead is looking for and vice versa? After you've identified the timeframe, budget, purchase process, and decision makers for the sale, it's time to qualify your lead if there is an interest in what you offer.

Your system administrator defines and configures what happens to a lead when it is qualified:

  • If your system administrator has set the creation of additional records default to No, (Account, Contact, and Opportunity records), you will be prompted upon qualification to choose the specific records that are created when the lead is qualified.
  • If the system has been set by default to automatically create these records (meaning Yes), upon qualification, then the account, contact, and opportunity record is created automatically when the lead is qualified.

To qualify a lead in Dynamics 365

  1. Navigate to Leads.
  2. In the list of leads, open the lead you want to qualify by clicking on it's name.
  3. In the Qualify section of the sales process bar, enter all applicable information you want to track.
  4. On the command bar, select Qualify.
  5. If you see a prompt to select which records to create when the lead is qualified, select Yes for the records that you want to create, and then select OK.

Your lead is moved to the next stage of the business process flow.  The next stage is based on what your organization has defined and subsequently been configured into your Dynamics CRM system.

 Note: If an opportunity isn't created when qualifying a lead, the business process flow doesn't progress to the next , although the lead status becomes qualified.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management CRM software package developed by Microsoft. The product focuses on sales, marketing, and service sectors, but Microsoft has been marketing Microsoft Dynamics 365 for Sales as a CRM platform.

CRM solutions is a category of software solutions that spans different customer management systems—such as sales, field service, and marketing—and allows them to work together. It streamlines your business processes and connects customer data to help you build relationships, increase productivity, and improve customer engagement.

An effective customer relationship management tool assists with the automation of tasks, offers insights, and improves customer service. CRM Online should also collect relevant information about customer engagements to provide a better customer experience. It should cover the basic tasks your company requires, while ensuring each component integrates and collaborates with one another.

Other business applications may be integrated together with Dynamics 365 customer relationship management via additional tools such as Power Automate and Power Apps, both Microsoft Products. Customers and partners alike both benefit from a robust CRM application such as Dynamics 365 for Sales.

© Copyright 2023 | | All Rights Reserved
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram