transfer custom sub-grid data from lead to account when qualified

(0) Share

Report

Posted on by HomayounAugust

Hi,

I have added a custom sub-grid to the account called Manufacturers. It contains records to a custom entity called manufacturer. The sub-grid exist on both account and lead. When I qualify a lead I would like the associated manufacturers on lead to transfer to account. I cannot use mapping since this is not a field and it will not show in mapping dialog. Do I have to create a plug-in?. If so, how to trigger the plug-in? On account creation? If so, how do I prevent this plug-in from firing on any account creation? That is, how do I limit the plug-in to be fired only for those accounts that were initiated from lead qualification? Code samples is also greatly appreciated.

Thank you for your help/comments.

August

All responses (1)

Answers (1)

Verified answer

HomayounAugust 90 on at

Like (0)

Report

RE: transfer custom sub-grid data from lead to account when qualified

I just found this link online and I think it will resolve my issue: mscrmmindfire.wordpress.com/.../ms-crm-2011-qualifylead-message

Please let me know if you have any other suggestions that might be simpler or think this might not work in Dynamics 365 online, etc., otherwise, I will mark this as answer once I have tested it out.

Thank you.