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Qualifying leads and connections roles RRS feed

  • Question

  • I am puzzled.

    In the new CRM 2015, there is a correlation between connection roles and being able to qualify a lead into an opportunity.

    Since when did Microsoft implement such a relationship?

    Basicly, if you deleted the default connection roles and set up your own connection roles, then qualifying a lead gives an error.

    There is no way to restore the default connection roles.

    Microsoft cant tell me why this relationsship exists, and I cant find much on technet that explains the relationsship and why specific default connection roles are required to qualify a lead.

    Any of you guys able to?


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    Wednesday, October 21, 2015 8:02 AM

Answers

  • Found the solution.

    http://www.microsoftcrmblog.com/2015/05/lead-not-able-to-qualify-in-microsoft.html


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Marked as answer by RuneDaub Wednesday, October 21, 2015 8:26 AM
    Wednesday, October 21, 2015 8:26 AM