Customer Engagement & Dynamics CRM Forum

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  • 1.  Converting Leads to Opportunities

    Posted Jan 30, 2023 11:42 AM
    With the most recent update, we are having issues with leads converting to opportunities via the "qualify" button in the action ribbon.

    When we hit ok on the process below:


    We get an error message:  


    Show details:

    However, there is not a duplicate lead, opportunity or contact in our CRM system.

    Has anyone else run into this?

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    [Michelle] [Wickum]
    [Director of Marketing]
    [SteelMaster Buildings]
    [Virginia Beach] [VA]
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  • 2.  RE: Converting Leads to Opportunities

    SILVER CONTRIBUTOR
    Posted Jan 31, 2023 03:42 AM
    I have not seen this behaviour recently and I have just run a test conversion to check too. Do you have your Duplicate Detection Rules set to check Inactive records?

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    Regards, Adam Travers
    Empath Services Ltd
    Southampton
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    Original Message


  • 3.  RE: Converting Leads to Opportunities

    SILVER CONTRIBUTOR
    Posted Jan 31, 2023 03:42 AM
    Hi, yes we had the same issue a little while back. 

    We were able to qualify the lead from the view (click the row and click qualify on top toolbar) but had same error if we were in the record itself.

    We raised a ticket with MIcrosoft who suggested we remove the 'check inactive records' on our duplicate checker for Leads.

    Not ideal solution, but it worked.



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    Amanda Squires
    Met Office
    Exeter
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    Original Message


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