Microsoft Dynamics CRM Online - Lead and Opportunities RRS feed

  • Question

  • Hi, I trying to import a purchased List into Microsoft Dynamics CRM online but want to know where the data has to be imported is it in Leads or Accounts or Contacts.

    Issues –

    If the data is imported in Leads and later if it is converted into Accounts Opportunity, I am not able to view the contact associated to the company. I am not able to convert 2 contacts associated with same company only 1 gets qualified.

    If the Opportunity form is customized according to the contact Form will the information reflects when a contact is converted to opportunity.

     How and where do I import data so that I would have a clean sales process with Account with contact information, Leads and Opportunity?

    Lokesh S
    Wednesday, June 15, 2011 12:11 PM


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