Customer Engagement & Dynamics CRM Forum

Convert Related Leads Solved by Microsoft Flow

  • 1.  Convert Related Leads Solved by Microsoft Flow

    TOP CONTRIBUTOR
    Posted Mar 13, 2019 09:46 AM
    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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