Microsoft Dynamics 365 Fundamentals (CRM) — Question 189

A company uses Dynamics 365 Sales.
You disqualify a lead. On a later date, the lead shows interest in buying a product that the company sells.
You need to convert the lead to an opportunity and retain all available history.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.

Answer options

• A. Convert the copied lead to an opportunity.
• B. Qualify the closed lead as an opportunity.
• C. Use the Reactivate Lead functionality to reopen the lead.
• D. Qualify the reactivated lead to an opportunity.
• E. Create a copy of the lead with data from the original lead.

Correct answer: C, D

Explanation

The correct actions are to use the Reactivate Lead functionality to reopen the lead (C) and then qualify the reactivated lead as an opportunity (D). Options A and B are incorrect because they do not retain the history of the original disqualified lead. Option E is also incorrect as creating a copy does not maintain the history required.