Hi Guys,
My requirement is as soon as lead is created in dynamics, i need to convert that lead to contact. Can you let me know what will be the standard process for implementing this.
Regards,
Samira
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Samira,
Refer the following thread:
community.dynamics.com/.../137593
Hope this helps.
Regards,
R.Rajkumar
"Please mark my answer as verified if you found it helpful"
Hi Samira,
you can use either Workflow or Plugin to do so. By the look of it, maybe a workflow will do. Just create a workflow on Lead entity, either synchronous or asynchronous, that is triggered by the creation of Lead. Your typical step will include create a contact and most likely another step to close the originated lead record. Again, without much info or requirement, I couldn't be more specific.
Hi Jack,
My problem is we are using external application(Marketo) to sync lead in Dynamics. But in our organization we only use contact entity. So i have written the workflow that convert lead to contact but the problem is that when i copy lead to contact the lead gets deleted and new contact is inserted. In whole process lead activity gets deleted as it is creating new contact. Instead of workflow when i am manually converting lead to contact it is working means its activity and post are there.
Any idea about solving this issue.
Regards,
Samira
Hi Samira,
I haven't used Marketo, heard about it a lot though, but from what you described, I took it Marketo syncs leads + lead activities and posts (if any) to CRM's lead, and you want to keep it this way (this is just me thinking - is it possible to sync Marketo's lead to CRM' contact directly since you're not using it? But even if this is possible, I would still keep it this way, just try to leverage core CRM anyhow, and you will never know what happen in the future that management may want to use Lead in CRM some day)
So anyway, I am a bit confused about your workflow in CRM that converts lead to Contact. Correct me if I was wrong, it seems to me your workflow does a couple of things
- copy lead to contact
- delete lead
If you do have the delete step, which explains the deletion of any associated activities and posts, I don't see why you would want to have such a step. Instead you should have a deactivate lead step, which is equivalent to your manual lead conversion process.
To sum it up, again, if I understand it correctly, you can simply have two steps in your workflow
- copy lead to contact
- deactivate lead by changing its status to qualified
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