The convert lead dialog box dissapeared after the rollup 2012, last december/januari (2012/2013). Now, everytime you qualify a lead, three records are created. This is annoying since it is not always wanted to create three (most of the times it isn't) and therefor it pollutes the database with duplicates or empty opportunities.
Can you please return this feature? It would save a lot of time and frustration.
Comments
After applying the latest Product Update related to the December 2012 Service Update for Microsoft Dynamics CRM Online, users may notice that the lead Qualify button no longer presents the Convert Lead dialog box. A new Opportunity is being created an opened, there is no chance to get the old behavior:-( Described in KB-Article KB 2808201 (http://support.microsoft.com/kb/2808201)We - and much more important our customers - want this functionality back!
Category: General
Lead Qualification Process – Users should have the option to choose how to qualify a lead. A lead could become a contact in an account and perhaps an opportunity but they don’t always become opportunities! Now CRM is automatically qualifying leads into Opportunities which is causing a head ache for our Sales Team. We need our dialog back which lets the user choose how to qualify it.
Category: General
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion: http://crmideas.dynamics.com/ideas/dynamics-crm/788842 Please add your valuable votes and comments to the suggestion above instead. Regards, Daniel Dallala PM, Microsoft
Category: General
Thank you for your feedback. Currently this is not in our roadmap, however, if we indeed get more feedback, we may consider it in future. Thank you again.
Category: General
Personally I don't care how the functionality is brought back - a popup dialog box may not work (eg on iPad), but an in-form set of choices is needed. Whether this is via bit fields* which can be displayed as part of the process definition, or in a similar way to the current Polaris method for Case Resolution, customers need the Lead qualification process to provide this functionality: - If an existing Account or Contact is specified, use them (ignoring any checkbox which says to create a new one) - If an existing Account xor Contact is specified, allow user to choose to create the other entity record if they want. Especially in B2B scenarios, a Lead often turns out to be an additional Contact for an existing Account. It should create the new Contact and link them to the chosen existing Account as Parent Customer - If neither is specified, allow user to decide if they want a new Account and/or Contact - Whatever is specified, allow user to choose whether an Opportunity should be created. - Ideally, allow user to choose whether the customer for the Opportunity is the Account or Contact (pre-existing or new), again using a bit field so this may have a default set by admin. Override this value when not applicable (eg user chooses a pre-existing Contact, no Account and opts to not create a new Account either, set Contact as Opp customer regardless of this value) *these should be actual bit fields defined in the Lead entity, enabling a system customiser to set the default to an appropriate value for the business process. Checkboxes would work well for most of these, a radio button pair may be better for the choice of Opportunity customer type. These fields will also show what choices a user made at the point of Qualification, often necessary for checking back on the origins of a record.
Category: General
More duplicates to link to this thread: https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/779260 and a new one: https://connect.microsoft.com/dynamicssuggestions/Feedback/Details/920180 Any update from the product team on this? This comes up a lot, and customers need some control. This could be a dialog box, or an organization setting, or an OOB field on the Lead entity that controls whether or not an Opportunity should be created. A field "CreateOpportunity" on the Lead entity would be good, as a yes/no/null option set field. So if the users should be given control, this can be exposed on a form or in a BPF, and the field can be set to an appropriate default value. Please use an option set so it can be left null by default and made business required and/or configured as a required step in a BPF - so please don't use a two options field type because this would remove the ability to control how and when the field is required. (Configuring a two options field as a required step in BPF means it must be set to a value of 1 before proceeding. The intention here is to force the user to answer the question, yes OR no, rather than leaving it null.) This field could have a different default value set, with the field left off the form in order to enforce an organisation-wide stance of always or never creating an opportunity.
Category: General
Also note near-duplicate feedback here: https://connect.microsoft.com/dynamicssuggestions/feedback/details/779260/convert-lead-dialog-box-no-longer-appears-during-lead-qualification
Category: General
This has been requested for more than 2 years no, still we have no feedback from MS teams and I do not think this is part of the upcoming CRM2016 release ? On my installation i had to do a custom Dialog to allow users to choose what entity they want to convert their lead to (Account and/or Contact and/or Opportunity). This is a particularly bad UI experience for them, they have to go to the sub-menu, select a dialog to get that ugly visual-basic-like frame and convert their lead. Any proper integration within the new CRM UI would be greatly appreciated.
Category: General
Voting up for Adam's suggestion below.
Category: General
Thank you guys for the feedback. We'll be taking this into consideration as we plan our future roadmap.
Category: General
Paramita Chatterjee (administrator) on 8/13/2020 5:04:24 AM
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/qualify-lead-convert-opportunity-sales
Sincerely,
Paramita Chatterjee
PM, Microsoft.