(English) Dynamics CRM: The importance of the Lead entity

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  EGB Group %d 27UTC %B 27UTC %Y at 01:18

  Nice article clarifying the use of the Lead entity.

  In our experience, the use of Lead is especially important if CRM is integrated with your website, where your users browse for information and/or register to get content that is for registered users. Then, you can use Leads to quickly sort through the contacts that can score high using the scoring criteria, and be effective and generating prospects.

  Cheers,
  EGB Group Inc

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  Alex %d 20UTC %B 20UTC %Y at 21:55

  Very helpful overview of the usefulness of the Leads functionality in Dynamics. I was considering turning it off in our instance before I read this. Thanks for sharing.

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    pmdci %d 23UTC %B 23UTC %Y at 10:48

    Thanks for stopping by!

    People often think that it would be better not to use the Lead entity and instead have a drop-down (option set), tick box (boolean), etc to denote an account or contact as a “prospect” or “lead”.

    As explained in this post, this couldn’t be more wrong.

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