Scenario 1

Suppose that as a part of the marketing team in Contoso, I need to prepare a list of leads containing potential clients under the age of 25. I should be able to send a promotional email to these leads and also track their responses. Based on their responses, I should have the ability to track them.

Prerequisites: For this scenario, we need to add an Age field to the Lead entity. Follow these steps:

  • Go to Settings | Customizations | Lead. Select the Lead Main form and double-click on it.
  • The lead main form will open. Click on Add New Field in the lower right-hand side of the form.
  • Give it the name age and select the field type Whole Number Save and close.
  • On the lead form, drag and drop the Age field .
  • Click on Save and Publish ...

Get Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.