Define Lead Source for Leads in Microsoft Dynamics

  • Updated

This article covers how to define the Lead source field for Leads as part of Demandbase Sales Intelligence installation. 

Prerequisites/Preparation

You must have admin privileges in Microsoft Dynamics. 

Steps

  1. Log in Microsoft Dynamics CRM as an admin user. 
  2. Go to Go to Settings > Customizations > Customize the System > Entities > Lead > Fields. Click the checkbox next to LeadSourceCode
  3. Click Edit.  
    Screenshot_2023-05-25_at_1.46.14_PM.png
  4. In Field Requirement, choose Business Recommended or Business Required.
  5. In Auditing, choose Enable
  6. Go to Options:
    • Click the + button
    • In Label, enter Demandbase
    • In Value, keep default value
  7. Click Save and Close
    Screenshot_2023-05-25_at_1.50.31_PM.png
  8. Click Publish All Customizations. 
    Screenshot_2023-05-25_at_1.51.05_PM.png