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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Copy activity from lea...
Microsoft Dynamics CRM (Archived)

Copy activity from lead to contact record

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Posted on by Rob Landolt 495

Hello all,

I've got several unqualified lead records with phone calls and follow up activities and a need to copy them to their contact record when they are qualified. I know that the timeline/associated activity view will show these activities, but when you click on them they take you to the originating lead. Basically, I'm looking for a way to set the regarding of those activity records to the contact record instead of the originating lead. Could something like that be done with a workflow?

This is D365 Online, v9.1

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  • Verified answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Yes.. you can do with workflow.. but you might need to write custom workflow activity for this.

    when lead is qualified you can move open activities to qualified contact. You need to update mainly regrading field in phone call and follow up activities.

    If it is emails then you need to look into To, from, cc, bcc fields and that need custom coding .

    Also if you want to move closed activities, then you need to open activity, update regarding field and then close it to previous state.

    Hope this will help..

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    please refer the below thread which has the similar requirement. You will get some idea on how to go about this-

    community.dynamics.com/.../882764

    Hope this helps.

  • Rob Landolt Profile Picture
    Rob Landolt 495 on at

    Hi Mahadeo/Ravi thanks for your suggestions! I'll try those in our sandbox and post how it goes. 

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