Use leads to keep track of business prospects. A lead can be an existing customer or a company or someone you have never done business with before.

In the integration between DynaRent for D365 Sales and D365 FO, leads are not synchronized.

For more information, refer to Create or edit leads.


Standard procedure

1. Sign in to your DynaRent for D365 Sales environment.
2. Follow the steps as explained here: How to create or edit a lead
Related to Notes

Create and qualify leads

 

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