You manage a Dynamics 365 Sales environment. You need to ensure that all possible activities are automatically converted to leads by using the record creation rule. Which three activities can you…

The correct answer is A. Service activity B. Email E. Custom activity. Because Phone Call, Task, & Appointments can be converted to Opportunity or case- Reason being, you capture these records in CRM with relation to an existing record like contact, account, order etc., thats why system does not gives you convert to lead button Email can be…

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Question

You manage a Dynamics 365 Sales environment. You need to ensure that all possible activities are automatically converted to leads by using the record creation rule. Which three activities can you convert to leads? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

Options

AService activity
BEmail
CPhone call
DTask
ECustom activity

How the community answered

(16 responses)

A
81% (13)
C
13% (2)
D
6% (1)

Explanation

Because Phone Call, Task, & Appointments can be converted to Opportunity or case- Reason being, you capture these records in CRM with relation to an existing record like contact, account, order etc., thats why system does not gives you convert to lead button Email can be converted to Lead, Opportunity or case- Reason being, email can be received from an unresolved recipient which means email id might not exist in the system; thats why system gives you convert to lead button Its by design but if you still want it, you can do it by multiple ways like creating a plugin or custom workflow or a real time workflow. Simplest would be creating a real time workflow. You will have to create 3 different workflows each for task, phone call and appointment.

Topics

#record creation rules#lead conversion#activity types#email automation

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