We would like Qualified Lead notes and attachments to carry over to the Opportunity. This would save the user time and effort if all of the information was copied over to the Opportunity. Unnecessary re-entry of information.
Comments
Something that would be very valuable for Dynamics 365 for Sales, would be the ability for Notes to transfer over from a Lead, to an Opportunity (after the lead is qualified) I have been trying to customize this myself for a long time, but I cannot achieve this. - This would be very valuable to add to the update, and I have seen many similar requests on the Dynamics community online platform.
Category: Account, Contact, Calendar and Activity Management
Paramita Chatterjee (administrator) on 8/13/2020 5:10:01 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.