Enable prospects in prospect-to-cash with dual-write

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Supply Chain Management. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	-	Mar 31, 2024

Business value

Companies that orchestrate the opportunity and quotation process in Dynamics 365 Sales with the quotation process integrated with Dynamics 365 Supply Chain Management can now use prospects seamlessly in the opportunity and quotation process. Many companies that use Dynamics 365 Sales to manage the sales lead, opportunity, and quotation process also make use of prospects as an inherent part of this process. To better support this process, when Dynamics 365 Sales is integrated with Dynamics 365 Supply Chain Management, it's now possible to use prospects seamlessly within the integrated solution.

Feature details

This feature enables prospects to be synchronized between Dynamics 365 Sales and Dynamics 365 Supply Chain Management when using prospect-to-cash with dual-write. It can seamlessly convert a prospect into a customer account in scenarios where the sales quotation lifecycle is controlled either by Sales or Supply Chain Management.

See also

Work with prospects in prospect-to-cash with Dynamics 365 Sales (docs)