Customer Engagement & Dynamics CRM Forum

Convert Related Leads Solved by Microsoft Flow

  • 1.  Convert Related Leads Solved by Microsoft Flow

    TOP CONTRIBUTOR
    Posted 7 days ago
    At our Kansas City User Group meeting last week, during the peer sharing discussion, one participant voiced their challenges with using the Lead entity qualification process. The scenario was, I have 4 leads from one company, one of the lead records is qualified into a Contact and Opportunity. How can I process the other 3 leads and not leave them orphaned in their lead status?

    I suggested that we could accomplish that using Microsoft Flow.

    Take a look a my blog posting on how to qualify or disqualify related leads and not leave them stranded in the lead entity.



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    Jerry Weinstock
    Business Technology Strategist, MVP
    CRM Innovation
    Lenexa KS
    https://mvp.microsoft.com/en-us/PublicProfile/4029113?fullName=Jerry%20%20Weinstock
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