You work on a lead in Dynamics 365–you have several conversations and enter some notes. After you qualify the lead, the activities show up on the account or contact record that was created in the qualification process, but the notes are left behind on the lead. Power Automate to the rescue! Create a Flow that […]
Back in “Should you use the lead entity?”, Joel Lindstrom provided an excellent summary of when using Leads is a good idea and what their limitations are. I am not a huge fan of Leads for the excellent reasons he stated in that Tip. The last straw for me was in Dynamics CRM 2013 when […]
It seems like the release of CRM 2015 as sparked a fire for a lot of companies using CRM 2011 to finally upgrade. There are many differences between the CRM 2011 and CRM 2015 feature set, hundreds of new features were added for CRM 2013 and hundreds more for 2015. However, there has also been […]
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