How to add a Lead to Dynamics CRM

By Ben Ward, Applications Analyst, MCTS, MCP, MS

1. From the main Navigation bar, click here:

2. Click Sales

3. Click Leads

4. Click New

5. Enter a Topic for the lead (The Topic field is required by default and is predominantly used as a field to reference where the lead came from e.g. “Marketing Event – 1/1/2015” or “Referral from John Doe”)

6. Fill out the rest of the fields pertaining to the lead.

7. When completed, click Save at the top left of the screen

8. You’re new record should now be saved in your CRM

About the author:

Ben has worked at Managed Solution for over two years and is currently working on CRM customization and administration, Microsoft SharePoint integration and customization as well as Business Intelligence analytics including SQL reporting. Ben is a Microsoft Certified Technology Specialist, Microsoft Certified Professional, Microsoft Specialist and has six Dynamic CRM certifications.

Other Blog Posts by Ben Ward:

• How to add a Lead to Dynamics CRM
• What is a CRM? Part 2
• What is a CRM? Part 1
• Power BI to gather market insights