Convertible Activities to Leads
Question
You manage a Dynamics 365 Sales environment.
You need to ensure that all possible activities are automatically converted to leads by using the record creation rule.
Which three activities can you convert to leads? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D. E.BCD.
In Dynamics 365 Sales, a record creation rule is a feature that allows you to automatically convert certain activities into leads, which can help streamline your lead management process. When a user creates an activity record that meets the criteria specified in the record creation rule, the system will automatically create a lead record based on the information in the activity record.
To answer the question, we need to identify which types of activities can be converted to leads using a record creation rule. Here is a brief explanation of each of the activity types listed in the question:
A. Service activity: A service activity is used to track a customer service issue or request. While service activities can be converted to cases or opportunities, they cannot be converted to leads.
B. Email: Emails can be converted to leads using a record creation rule. This can be useful if you receive a lot of inquiries or requests via email that you want to automatically convert to leads.
C. Phone call: Phone calls can also be converted to leads using a record creation rule. This can be useful if you have a sales team that makes a lot of outbound calls and you want to streamline the process of converting those calls into leads.
D. Task: Tasks cannot be converted to leads using a record creation rule. Tasks are typically used to track to-do items or follow-up activities related to an opportunity or customer.
E. Custom activity: Custom activities are activities that you create and customize to meet your specific business needs. Like service activities, custom activities cannot be converted to leads using a record creation rule.
So, the correct answers to the question are B. Email, C. Phone call, and D. Task.
