Microsoft Dynamics 365 Fundamentals Practice Exam

Which action allows the creation of a new lead from an email in D365 Sales?

1. Qualify or Disqualify Lead

2. Create New Lead from Email

3. Convert Lead to Opportunity

4. Send Email Follow-Up

The correct answer is: Create New Lead from Email

Creating a new lead directly from an email in Dynamics 365 Sales is facilitated by the feature that specifically allows this action. When an email is linked to a potential sales opportunity, the system provides the functionality to generate a lead from that interaction. This is particularly convenient because it streamlines the process of capturing potential sales opportunities that are initiated through email communication. The option to create a new lead from email ensures that any relevant details from the email can be automatically populated into the lead record, making it easier for sales teams to track and follow up with potential clients. This feature enhances efficiency and ensures that no opportunities are missed simply because they originated from an email conversation. There are other actions mentioned that pertain to lead management, such as qualifying or disqualifying a lead, converting a lead into an opportunity, or sending a follow-up email. However, these actions do not specifically address the creation of a new lead from an email, thus making the second option the most precise and relevant choice for this scenario.