0 Replies Latest reply on Jul 5, 2018 7:21 PM by Adam Monago

    MS Lead Company Names Appearing as Account Names in Opportunity Analyzer

    Adam Monago

      We seem to be seeing company names from the Dynamics Lead Record appearing as Account Names in our dropdown to select the Account Name on Opportunity Analyzer.

       

      It was our understanding that Opportunity Analyzer should only show contacts and accounts. Is this incorrect?

       

      If this is expected behavior, how do folks mitigate?  Implement some sort of Lead to Account Match process in MSD?