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We are pleased to present below all posts tagged with 'Convert'. If you still can't find what you are looking for, try using the search box.
A lot of sales teams are frustrated with how lead conversion works in Microsoft Dynamics CRM. Starting with CRM 2013, whenever a user clicks the “Qualify” button, an Opportunity is always created. We were hoping to see a fix in CRM 2016 but, sadly, the process still works the same.
How can an organization reconfigure Microsoft Dynamics CRM to allow sales to qualify a lead without creating an opportunity? This article offers 6 options.
If you have been following the Excel business intelligence space lately, you are familiar with all of the slick add-ins Microsoft has introduced with Power Query, Power Pivot and Power Map. We work with a lot of Dynamics CRM clients, and I recently set out to use some CRM Online data to create some visualizations and dashboards in Excel. I encountered a few different situations I had to deal with, so in this post I want to walk you through some of the gotchas I found when you use Dynamics CRM data with Power Query.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
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