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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Best solution to conve...
Microsoft Dynamics CRM (Archived)

Best solution to convert Activity to Opportunity

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Posted on by Community Member

Hello, I would like to find the best way to convert an Activity (Appointment, or phone call) into a Opportunity. We had a solutions (web ressource) to do it, but it won't works anymore. It was really usefull for our business unit. If somenone can help me please... :) What is the best way to do it ? Solution or Workflow ?

Here it was our solution to do it : 

t_E900_l_E900_chargement.png

t_E900_l_E900_chargement-_2800_1_2900_.png

Thank you

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hello, I would like to find the best way to convert an Activity (Appointment, or phone call) into a Opportunity. We had a solutions (web ressource) to do it, but it won't works anymore (http://prntscr.com/mbgv6i | http://prntscr.com/mbgvr7). It was really usefull for our business unit. If somenone can help me please... :) What is the best way to do it ? Solution or Workflow ?

    Thank you

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hello,

    Do you have any specific requirement for opportunity create ?? why you are looking for solutions when there is out of the box option available to convert activities to opportunity using Convert To button ?

  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Appointment and phone call activities support Convert to Opportunity feature out of the box, please see the screenshot below.

    ScreenClip-_5B00_60_5D00_.png

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    the best way of doing it is using the oob feature , there is convert button in every activities.

    crmbook.powerobjects.com/.../converting-activities

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hello Mahender, thank you for your answer. Hum, actually, the "convert-to" button doesn't work at all. There is no action behind this button. that'as why (i guess) they ask for a customization and adding a solution to make this possible. But after upgrading version this summer, this won't works anymore. So. I tryed to delete the solution, and push the convert button, nothing happening.. thank you for your help

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    are you using CRM online? if yes, raise a ticket to Microsoft, you can request Microsoft support to help you identify why "convert to" button is not working.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    Is there any customization done or any changes for Convert To button ?? Agree in case it's not working you need to contact to Microsoft and raise ticket. you can try to debug your js to see why it's not working, but yes you should fix out of the box Convert To button with MS.

  • Community Member Profile Picture
    Community Member on at

    Yes, there is a Custo on the button. I found the web ressource related to this feature. Now, i have to find a way to delete this web ressource and try again. The next step (if it works) will be the fields matching between Appointement and Opportunity.

    I start in my company one year ago and i'm founding everyday one customization in Dynamics. Which means that on every update, there is a error on a processus or fields or... everything. I'm trying to come back to a "Out of Box" version actually.

    Wish me good luck... ;)

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Very best of luck to you !! In case you are facing any issue in your custom js development please share details here, community will help you !!

  • Community Member Profile Picture
    Community Member on at

    ;) Thank you Mahender. Ok, i will !

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