How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics 365

How to Add a Reason to Disqualify a Lead in Microsoft Dynamics 365 for Sales CRM

by | Aug 16, 2018 | Microsoft Dynamics 365

When the defaults don’t do the job

This week in Microsoft Dynamics Support, we’ll look at how to add a reason to disqualify a lead in Microsoft Dynamics 365 for Sales CRM.

So let’s say you’re a salesperson or sales manager. You or your team have been working on a lead, but you decide it is not worthwhile to continue. You’ll need to disqualify that lead in Dynamics so you and your team know it’s not an active lead anymore.

Microsoft Dynamics 365 for Sales requires you to give a reason for disqualifying a lead. By default, there are four reasons to disqualify a lead:

  1. lost
  2. cannot contact
  3. no longer interested
  4. canceled

In this video, I’ll show you how to disqualify a lead in Dynamics 365, and how to add a reason to disqualify a lead in case the four default reasons are not enough.

See below for video and instructions:

How to disqualify a lead

1.) Open the lead.

2.) From the command bar, click Disqualify and select a reason:

Disqualify a Lead Microsoft Dynamics 365 for Sales CRM

 

How to add a reason to disqualify a lead

1.) Go to Settings > Customization > Customize the System.

2.) Expand the Entities menu:

Expand Entities Menu Customize the System Microsoft Dynamics 365 for Sales CRM

 

3.) Scroll down and expand Leads, then click on Fields:

Entities Leads Fields Customize the System Microsoft Dynamics 365 for Sales CRM

 

4.) Double click on the Status Reason field:

Status Reason Field Customize the System Microsoft Dynamics 365 for Sales CRM

 

5.) Change status to Disqualified:

Edit Lead Disqualify Field Microsoft Dynamics 365 for Sales CRM

You will see the same options that we saw earlier in the video, as well as several editing options, most importantly Add, Delete, and Edit.

Note: If you delete a reason and that reason is being used in any of your records, those records will not have that status reason with them anymore.

 

6.) Click Add:

Add a Reason to Disqualify a Lead Microsoft Dynamics 365 for Sales CRM

 

7.) Enter a new reason, then click OK:

Add List Value Disqualify Lead Microsoft Dynamics 365 for Sales CRM

 

8.) Perform any additional Add, Edit, Delete actions. You can also organize how your list of reasons will display using Move Up and Move Down. When you are done editing, click Save and Close.

 

9.) Click Publish All Customizations:

Publish All Customizations Lead Microsoft Dynamics 365 for Sales CRM

 

Looking for a helping hand with Dynamics 365?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

  • unlimited diagnostic support
  • unlimited answers to “How do I …?” questions
  • annual system audits
  • regular progress calls from a dedicated account manager
  • + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!

Why MSP’s Should add CRM to their Solution Portfolios

We’re entering a new era in CRM.   All the old reasons for customers buying CRM are still valid.  But the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”.  AI is...

Boost Your MSP Earnings with Strategic Partnerships

Time is money, we’ve been told since childhood.  The idea is that people should focus their attention on the things that bring value to them, and avoid the things that don’t. Since time is a precious resource, it makes sense to try and maximize its utility as it’s the...

CRM Launch in 5 Weeks – Get Results Fast!

CRM is becoming a must-have tool for businesses to stay competitive. But the process of setting it up often wastes time and resources without getting the expected results. To solve this, we've created a new approach that makes the implementation process easier and...

How Most CRM Project Fail & Yours Won’t | CRM Strategy

In today’s fast-paced business world, implementing CRM is more important than ever. However, the reality is that 40 to 70 percent of CRM projects fail, causing significant time and financial losses. This highlights the need for effective strategies rather than relying...

Do This to Avoid Wasting Time and Money With Your CRM

CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are crucial benefits....

Why MSP’s Should Care About CRM

Every MSP cares about their customers. Reliability. Trustworthiness. Committed. These are the attributes that MSPs want to reflect back to their customers. In an earlier I post I talked about the pain that many customers are feeling because of a CRM install gone bad....

CRM Made Easy For Partners

CRM Simplified Every large tech company must have processes to make sales and marketing programs work. You obviously can’t have different ways of doing things all the time, so the need for process is important. But it sure can be tough for partners to navigate. This...

Ibrar Taki is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. As the Azamba installation expert, Ibrar installs and configures systems, software, and servers. He also provides support and consulting services for Microsoft and Sage users.

Ibrar works hard to ensure your system generates maximum value for you and your team.

Related articles:

Why MSP’s Should add CRM to their Solution Portfolios

Why MSP’s Should add CRM to their Solution Portfolios

We’re entering a new era in CRM.   All the old reasons for customers buying CRM are still valid.  But the advent of AI is making the case for renewed interest in CRM. To modify an adage, “If it’s interesting to my customers, then it is fascinating to me!”.  AI is...