Check/Prevent Qualifying Leads from creating multiple opportunities

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Posted on by JYSSB7 Microsoft Employee

When we Qualify a lead it will automatically generate a corresponding opportunity, I would like to know how to prevent multiple opportunities from being generated from a single lead.

Currently, this is what is happening: we qualify a lead -> this generates an opportunity -> we return to that lead and re-activate it then re-qualify it -> this generates an opportunity -> we return to that lead and re-activate it then re-qualify it -> this generates an opportunity -> etc.

How can we check if there is already an opportunity generated/associated with a particular lead so that it does not generate multiple opportunities from a single lead.

I've tried looking through the opportunity entity and could not find a column that links it to the lead it was generated from.

I've always seen a lot of solutions regarding duplicate detection rules but those seem to only prevent duplicate Account and Contacts generated from a lead, but not Opportunity (please correct me if I'm wrong)

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Prashnat Verma 287 on at

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Hi Josh,

You can check below post and give it a try.

https://debajmecrm.com/skip-account-contact-opportunity-creation-during-lead-qualification-in-dynamics-365/

Also, you can hide the OOB button and create a new custom button & then you can control the creation of multiple opportunities by using plugin.

Thanks

Prashant Verma

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