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When configuring the new lead qualification experience in Dynamics 365 Sales, using the following configurations:


  1. Prevent creating multiple opportunities from the same lead.
  2. Restrict users from editing the opportunity before qualification.
  3. The new Lead Qualification Opportunity form has been enabled in the app but not assigned to users via security roles.


Currently, the following message is displayed:

"You can't create new opportunities or edit this one as the 'Lead qualification opportunity form' is currently not available. Please contact your admin."


However, users can still qualify leads and create opportunities. Based on user feedback, this message is unclear and causes confusion.

Request:

  • Consider revising the displayed message to better reflect the actual behavior.
  • Alternatively, provide additional configuration options to exclude the specific form from the main opportunity form set.
Category: Lead Management
STATUS DETAILS
New