Automatically qualify Leads

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Posted on by vahrameev

Hello.

I'm trying to find a way to automatically qualify/convert Lead to Opportunity with power automate flow, when one specific fields is updated to a specific value, but have no luck googling it.

Can it be done with a flow? Or just the manual qualification is possible?

Thanks.

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prt33k 6,907 on at

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Yes, you can trigger the power automate on specific value update and then qualify Lead using HTTP POST message with below detail:

Method: – POST

URI: – org.crm.dynamics.com/.../leads(⁠Lead id )/Microsoft.Dynamics.CRM.QualifyLead

Headers:

{

“Authorization”: “Bearer <Put the Access Token Variable>”,

“Accept”: “application/json”,

“Content-Type”: “application/json; charset=utf-8”,

“OData-MaxVersion”: “4.0”,

“OData-Version”: “4.0”

}

Body:

{

“CreateAccount”: true,

“CreateContact”: true,

“CreateOpportunity”: true,

“Status”: 3

}

Please refer this : https://www.inogic.com/blog/2019/05/qualify-lead-in-dynamics-365-through-the-canvas-app-with-microsoft-flow/

You dont need to create powerapp - just use the flow here and trigger it based on your field value.

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vahrameev 45 on at

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Hi Prateek,

Thank you for your answer, was able to qualify Lead.

What do you think about situations, when Contact with the same data is already existing in dynamics?

How would you deal with this issue?

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prt33k 6,907 on at

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Hi,

You can define that in your request. Suppose there is already a contact then set Create Contact to false and pass the contactid - something like this in the body:

POST {{webapiurl}}/leads(E8079BFE-1AB1-449D-961D-94C32B690361)/Microsoft.Dynamics.CRM.QualifyLead

BODY:

{

"CreateAccount":false,

"CreateContact":false,

"CreateOpportunity":true,

"OpportunityCustomerId":{

"@odata.type":"Microsoft.Dynamics.CRM.contact",

"contactid":"C9BF9A01-B056-E711-ABAA-00155D701C02"

},

"Status":-1,

"SuppressDuplicateDetection":true

}

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vahrameev 45 on at

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thank you!

SuppressDuplicateDetection is working great

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