Yes, it’s possible and all you need to do is to set it up in the system settings. By doing this, you will be prompted if you want to create an opportunity when you qualify a Lead. I hope this helps. Stay safe everyone.
Read moreActivities is a list of all activity types such as Email, Phone Call, Task, Appointment, Fax, Letter, etc. Queues is a place where you list both activities and cases in the same view. Depending on business needs, you can recommend either one to manage all action items recorded in CRM. Some business users, they prefer looking into separate views, however,
Read moreI personally love learning and has always been passionate on sharing my knowledge especially if it’s about improving productivity. In the past years, I have the ultimate go-to tool when it comes to tasks that require repetitive configuration. This type of job can be “easy,” but it can be very frustrating and very time-consuming. This is XrmToolbox. It’s a FREE
Read moreLearn more about the Powershell cmdlets here. It is in preview mode but users with a valid Power Apps license can perform the operations in these cmdlets. Note that you can only perform these with the resources you have access to. More information here. Note: Environments that can be restored are environments deleted by an administrator and not those deleted
Read moreIf you started your implementation with an older version of Dynamics CRM and had converted to the latest version or to using Unified Client Interface, and you want to ensure that your solutions are written based on best practices, Solution Checker will come in handy. December 2018 when Microsoft started to feature it in public view. Based on the customers
Read moreWhether you are someone who wants to jump-start your career, or someone who wants to become certified, or an individual who just wants to grow their knowledge through in-depth learning and gain more confidence on Power Platform, Azure or Dynamics 365 on your own pace, here are the best place for you to go and learn. Microsoft Learn – Microsoft
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