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Hi everyone, I am facing an issue, whenever I qualify a lead it creates an opportunity for that lead if I reactivate that lead and qualify it again it is creating another opportunity for that lead.
Is it possible to associate a lead with an old opportunity if we qualify it again?
hi, Mehdi, can you please share steps and simple code to achieve this.
Hi Jishnu,
Thank you for using the Microsoft Dynamics Communities.
In Dynamics 365, the sales process starts when a Lead record is created. The lead's information may be replicated for Account and Contact records, but only after the Qualification process has started.
The qualification of a lead record will always generate an opportunity record (by design - even a lead that was disqualified and qualified again), and later we will be able to create quotes and other records associated with the sales process. The lead referenced into Opportunity record will be same and you can see the related lead into the opportunity record adding the attribute "originatingleadid" on Opportunity main form.
During the qualification process it will be possible to link an account (Existing Account) or contact (Existing Contact) to prevent new records from being created for these entities. If the Account or Contact is not defined, the qualification will create the Account record based on the information in the Company field, and the Contact based on the First and Last name information of the Lead record.
To prevent Opportunities from being created automatically, customizations can be performed. See this example below:
msdn.microsoft.com/.../microsoft.crm.sdk.messages.qualifyleadrequest.aspx
Code Sample: docs.microsoft.com/.../gg308084(v=crm.8)
Reference: msdn.microsoft.com/.../gg334514.aspx
Hi,
Yes you can use the old opportunity too. In fact, you can use a plugin on "QualifyLead" message and set "CreateOpportunity" to false if an opportunity exist containing "OriginatingLead".
Hi Mehdi,
Thanks For your suggestion, but there is a senior where a user can reactivate and qualify the lead multiple times where we need to capture the latest opportunity data. I am looking for a way where I can use the same old opportunity.
Hi Jishnu,
It's by design, I propose to deactivate the old opportunity and copy the associated records from the old opportunity to the new opportunity. You can implement this scenario with plugins.
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