Create an opportunity or customer from a lead [AX 2012]

Updated: March 22, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

After you qualify a lead, you can create an opportunity or customer record for the lead.

  1. Click Sales and marketing > Common > Leads > All leads.

  2. Select the lead for which you want to create an opportunity record.

  3. Click Change status, and then click Qualify.

  4. In the Update status form, select the reason for qualification, and then click OK.

    If you selected to automatically create opportunities from qualified leads in the Sales and marketing parameters form, the Opportunities form is opened. Otherwise, you can manually create the opportunity record later.

  5. In the Opportunities form, enter any additional information in the opportunity record.

  6. Close the form to save your changes.

  1. Click Sales and marketing > Common > Leads > All leads.

  2. Select the lead for which you want to create a customer record.

  3. Click Change status, and then click Qualify.

  4. In the Update status form, select the reason for qualification, and then click OK.

    If you selected to automatically create customers from qualified leads in the Sales and marketing parameters form, the Customers form is opened. Otherwise, you can manually create the customer record later.

  5. In the Customers form, enter the customer name and group.

  6. Close the form to save your changes.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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