From the Microsoft Dynamics 365/CRM Blogs: Qualify a lead; Capture signatures; Trial portal; File storage

(Source: MSDynamicsWorld.com) On the Ledgeview Partners’ blog, Chad Collett said it might not always make sense to create a new account or contact when qualifying a Lead in Microsoft Dynamics 365/CRM. There are a few out-of-the-box options with Dynamics CRM to provide users with some flexibility in this area. According to Collett, the first option is …