Customer experience | Sales, Customer Insights,...

Lead to Opportunity by clicking "next step" - business process flow

(0) Share

Report

Posted on by Paco123

Hello all,

is it possbile to qualify and create an opportunity by clicking "next phase" in the business process flow?

I created a workflow, which allows me to qualify a lead by clicking a button on the form from the business process flow. But it doesn't create a opportunity.

My goal is: I do not want to click the buttons "qualify" and "disqualify" in the ribbon-bar, I want to qualify and create an opportunity by clicking "next phase" - business process flow.

Do you guys know a solution and could you please help me with this?

Thank you in advance and best regards

Paco

All responses (9)

Answers (0)

Suggested answer

Naveen Ganeshe 3,393 User Group Leader on at

Like (1)

Report

RE: Lead to Opportunity by clicking "next step" - business process flow

Hi Paco123,

Once you qualify for the lead, an opportunity gets created in the background, In your case, It might not be getting redirected to that opportunity. It's a different issue but the opportunity should be there.
Paco123 10 on at

Like (0)

Report

RE: Lead to Opportunity by clicking "next step" - business process flow

Yes, I turned it on.

The lead is qualify, I can not edit it anymore. Unfortunately, it does not created an Opportunity, etc.

Here my workflow and business process flow:

Best regards
Suggested answer

Haig Liu Microsoft Employee on at

Like (1)

Report

RE: Lead to Opportunity by clicking "next step" - business process flow

Hi Paco123,

Have you turned on the switch:
Paco123 10 on at

Like (0)

Report

RE: Lead to Opportunity by clicking "next step" - business process flow

Ok, thank you guys.

One last question:

I created a on-demand workflow which qualify the lead (data record update - lead - qualify). One the other hand I insert an Action Step on the business process flow, which reacts to my workflow.

By doing that: The lead is qualify after clicking the button on the business process flow.

But it did not create an opportunity and the flow reacts only to this button on the business process flow, and not to the button "next step"

Any idea?

Thank you again for your good support.

Cheers
Naveen Ganeshe 3,393 User Group Leader on at

Like (0)

Report

RE: Lead to Opportunity by clicking "next step" - business process flow

Yes. That's correct.
Suggested answer

Amit Katariya007 9,116 Super User 2024 Season 1 on at

Like (0)

Report

RE: Lead to Opportunity by clicking "next step" - business process flow

Yes correct u will have to add qualify functionality once user click on the Next phase...
Paco123 10 on at

Like (2)

Report

RE: Lead to Opportunity by clicking "next step" - business process flow

Thank you!

Do you mean to insert an action step in the "lead-to-opportunity", which allows me to click a button to run the workflow that qualify the lead? After that I need to add an Action Step in the qualify stage on the business process flow?

Thanks in advance.
Suggested answer

Naveen Ganeshe 3,393 User Group Leader on at

Like (2)

Report

RE: Lead to Opportunity by clicking "next step" - business process flow

Hi Paco123,

You can a custom workflow or plugin that is triggered when the "next phase" button is clicked. The workflow or plugin can then update the lead status to "qualified" and create a new opportunity record.
Suggested answer

Pradeep Rai 5,480 Super User 2024 Season 2 on at

Like (1)

Report

RE: Lead to Opportunity by clicking "next step" - business process flow

Hi,

Please use below link use javascript on next stage of BPF.

https://crmtipsbyprm.wordpress.com/2015/04/07/events-on-business-process-flows/

Now in javascript call OOB QUALIFY action.

https://blog.magnetismsolutions.com/blog/isaacnichols/2019/07/22/using-the-qualify-lead-action-in-dynamics-365