Nurture and generate leads in Dynamics 365 Sales

  • Module
  • 7 Units
Intermediate
Functional Consultant
Dynamics 365
Sales

Configure lead management in Dynamics 365 Sales to capture, nurture, and prioritize leads. Explore lead creation methods including integration with Customer Insights, configure predictive lead scoring, and use Copilot to surface insights that help sellers focus on the right leads.

Learning objectives

After completing this module, you will be able to:

  • Describe what a lead is and how leads are generated in Dynamics 365 Sales
  • Explore the lead form and configure lead management settings
  • Explain how predictive lead scoring helps prioritize leads
  • Describe how Copilot assists sellers when working with leads

Prerequisites

  • Basic understanding of how to navigate Dynamics 365 model-driven apps
  • Familiarity with core records such as accounts, contacts, and activities
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