Release Notes

Zap Lead Qualify Without Opportunity Dynamics 365 Online v9.0 and higher Version: 1.0.2016.0003 Release Date: 24-April-2018 2016 / Dynamics 365 Online v8.2 or On-Premise Version: 1.0.2016.0003 Release Date: 24-April-2018

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Getting Started – Security Role

Pre-requisite Step: Step 1: Install Zap Lead Qualify without Opportunity App solution in your CRM environment Step 2: Request trial by registering profile online (refer licensing KB article for more instructions) Step 3: Once trial approved, activate license by clicking “Update License” button (refer KB article) Security Role: You need to give “Zap – LQWO User” Security role […]

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Getting Started – How Zap Lead Qualify Without Opportunity App work?

Out-of-box Lead Qualify functionality: When lead is qualified by clicking “Qualify” button, then CRM creates the below records: Account: If no “existing account” is selected and Lead.Company Name is not blank Contact: If no “existing contact” is selected Opportunity: This record is always created Below screenshot shows Lead form with “Qualify” button: Zap Lead Qualify […]

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