MAR
03

How to Upload Business Cards into Dynamics 365 for Sales

 

HOW TO UPLOAD BUSINESS CARDS INTO DYNAMICS 365 FOR SALES

The best thing about Dynamics 365 for Sales is how easy it is to add a lead into the system. Since the only required fields to add a lead are Topic and the Last name this makes it quicker to add a lead into the system. It’s also common for prospects to provide their business cards which can get lost or misplaced amongst other piles of paperwork. With the help of Dynamics 365 for Sales a Business Card can be added into the Dynamics 365 for Sales for safe keeping. Follow the steps below to add a business card into the profile or a new lead or a new contact.

1. Ensure that you’ve been assigned the Common Data Service User role.

2. Login to the Dynamics 365 for Sales environment. 

3. Click on the Quick Add Button on the top right navigation pane and click on Lead or Contact.

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NOV
20

How To create a lead in Dynamics 365 for Sales

How To Create a Lead in Dynamics 365 for Sales

Leads are generated through many different sources, and it can be hard to keep track of them all. To be qualified or disqualified as a future sale a lead must go through the sales process. Dynamics 365 for Sales makes it easier to monitor leads and automate parts of the follow-up process. Get started by learning how to add a lead into Dynamics 365 for Sales.

1.Login to your Dynamics 365 for Sales System


2. Ensure that your Dynamics 365 for Sales dashboard has the sales module open. On the right-hand side, under the sales header, click on Leads.


3. After the leads screen has loaded, on the top navigation pane, click on the +New button.

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