Home > CRM, Dynamics CRM 2011 > Dynamics CRM 2011 Polaris Update: Changes to the Lead Qualification Process

Dynamics CRM 2011 Polaris Update: Changes to the Lead Qualification Process

One of the things i recently noticed in the “Polaris” release of Dynamics CRM 2011 is the change that was made to the “Qualify Lead” process.

The way it should typically work,

When you hit “qualify” from the lead form or from the lead home page grid, it should bring up the below screen

lead_qualify

But it does not pop up the above modal dialog after the “Polaris” update and instead, it just creates new Account/Contact and Opportunity records (without an option to choose & based on the data available in the lead). And this is quite unacceptable when you need to associate that lead to an existing Account/Contact record and create the Opportunity.

Updated on 31/07/2013: Related Microsoft KB Article Update:

http://support.microsoft.com/kb/2808201

lead_qualify_MS_KB_Info

I see this as a major limitation (hopefully only until “CRM 2013 Orion” release). The primary reason for this could be the inclusion of the new flow UI forms. So while the Dynamics CRM product team addresses this known issue, do we need to live with this?

Perhaps Not!

There is a Work around and here it is from the Zero2Ten blog very neatly written by Guz Gonzalez.

I will make sure to bring some more interesting topics in my next post.

Thanks,

Edwin

Advertisements
Categories: CRM, Dynamics CRM 2011
  1. No comments yet.
  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: