We can program your Dynamics 365 CRM so that every time one of your sales people converts a lead to an opportunity the system will copy all of the notes over. Contact us at 773.809.5456 and speak with our sales department for a great quote. You can also reach us here: https://greatcustomsoftware.com/contact/
How it’s done
Using Microsoft flow, our experts will program your CRM account to automatically copy notes from the Lead record over to Opportunities.
We can do much more
Let us help you customize your CRM so that leads from your website automatically get imported into CRM, add custom fields and even reports/dashboards. We stand ready to help where needed.
