Qualifying a Lead to Contact without creating opportunity

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Posted on by Mir Hassan Ali

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I want to qualify a lead to contact without creating an opportunity and I want to do this from the Lead default form. Is it possible. I know that you can do this in code using the QualifyLeadRequest and setting CreateOpportunity to false.

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Nijos 1,672 on at

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hi

I don't think it is possible from the default lead form.

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Community Member on at

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Hi,

I think it is not possible to qualify lead without creating an opportunity from lead form (through customization). But it is possible by writing a pre-validation plugin on "QualifyLead" message and making "CreateOpportunity" to false.

[If you find any helpful answer(s) of your question, please mark the answer(s) as verified answer(s).]

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Mithilesh Kumar 10,047 on at

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Hi Mir Hassan,

Using the OOB Lead Form and Qualify button you cannot do that.

However, you can implement a plugin on QualifyLead message of Lead entity to block creation of Opportunity Record.

Here you can find the code snippet

msdn.microsoft.com/.../microsoft.crm.sdk.messages.qualifyleadrequest.aspx

For Reference

msdn.microsoft.com/.../gg334514.aspx

Hope that helps

Thanks

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Priya Swain 600 on at

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Last week, I got the same requirement , ended up with crm dialog. I have hide the CRM provided qualify button. Instead of that added a dialog to qualify the lead with different options as account or contact, contact , ....

Created a custom button in the lead ribbon area to trigger the dialog.

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Mir Hassan Ali 1,720 on at

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Thanks Mithilesh and Purva.

If anyone is interested, a complete solution is also present at the following link

ashwaniashwin.wordpress.com/.../modify-lead-qualification-process-in-microsoft-dynamics-crm-2013

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Mithilesh Kumar 10,047 on at

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Thanks Hassan !!

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Community Member on at

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Hi Purva,

i got what you are saying. but is it really possible, means can we update in the prevalidaion plugin the OOB qualify lead message by changing the CreateAccount, CreateOpportunity properties

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