Manage leads with Dynamics 365 Sales

Functional Consultant
Business User
Dynamics 365

The lead management capabilities in Microsoft Dynamics 365 let you connect with your customers in a whole new way. This module provides an overview of what leads are, and describes the different options for creating leads, managing them, and working with them throughout their lifecycle. It also provides information about qualifying and disqualifying leads. The more leads you have, the greater your chances of getting opportunities and successfully closing deals.

Learning objectives

In this module, you will:

  • Examine the lead qualification process in Dynamics 365 from beginning to end
  • Identify the different options that are available for creating and defining leads
  • Use business process flows to manage the lead lifecycle
  • Qualify and disqualify leads


The target audience should have a basic understanding of how to move around in the Dynamics 365 application, and also a working knowledge of the core records that are available.