A Guide On Dynamics 365 Sales Lead Troubleshooting (For Sales People)

Use the following list of troubleshooting topics to quickly find information to solve your Dynamics 365 Sales lead-related issues.

Lead Qualification Issues and Resolution

Issue:- How do I convert or qualify my leads?

When Salesperson/User determines that the lead they are working with has the potential to turn into a business, they qualify a lead.

When you qualify a leads, it become Opportunity.

To Qualify a lead select “Qualify” button on the command bar on lead record.

You can also Qualify lead from the list of leads.

  1. Navigate to Sales > Lead
  2. This will present you with the list of Leads in the system.

3. Select the lead you want to qualify and on the command bar, select Qualify.

Issue:- Why am I not able to qualify a lead?

Scenarios:-

There could be multiple errors you may get while you qualify a lead.

  1. Active Stage is not on “Lead” entity.
  2. To move to the next stage, complete the required steps.
  3. Duplicate Warning – There might be a record found for account or contact, If so, please select that.
  4. Access denied or insufficient permission.

Resolutions:-

The following sections talk about each of these errors and how you can resolve them.

  1. Active Stage is not on “Lead” entity.

Reason:- The Lead you are trying to qualify isn’t in a Active stage, this may happen when an already-qualified lead has been reactivated.

Resolution:-

Step:-1 Open the lead record.

Step:-2 On the Qualify process stage, select the Set Active button. Now, you can able to qualify a lead.

2. To move to the next stage, complete the required steps.

Reason:- You have not filled in data in all the business-required fields in the current stage of the process stage.

Resolution: Fill in data in all the mandatory fields in the current stage, save the record, and then try qualifying the lead again.

3. Duplicate Warning – There might be a record found for account or contact, If so, please select that.

Reason:- When the lead is qualified to an opportunity, it automatically creates a corresponding account and/or contact and there may already be a match for this account or contact.

Resolution:- On the Duplicate warning dialog box, select the existing account or contact to avoid creating duplicates. To create a new record instead, click Continue.

4. Access denied or insufficient permission.

Reason:- You do not have sufficient permissions on the lead record.

Resolution:- Ask your system administrator to grant you the necessary permissions.

I hope this will help you.

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