Microsoft Dynamics CRM (Archived)

How to add "Convert to lead" option to Phone,Fax, Appointment, Letter Activities in dynamic CRM?

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Posted on by Prashanth Kamasamudram

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I have a requirement to convert activities to lead's.

I have to generate leads through inquiry form, phone calls, emails, fax, letter etc.

And all this to be made easy and simple and automated process.

I have used ribbon workbench to try to add convert to Lead button to other activity types from Email activity bunt unfortunately dint found any option.

Any ideas, suggestions will be really helpful....

Thanks you for your time and help...

Thansk Regards

Prashanth Kamasamudram

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JDMCRM 1,799 on at

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Hi Prashanth. Just to let you know, Email activites out-of-the-box can be converted to Leads. I believe they are the only Activity out-of-the-box that allows you to do this.

Unfortunately I can't answer the main question. Hoepfully someone will find a solution. Ribbon Workbench should be able to facilitate this.

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Prashanth Kamasamudram 337 on at

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Thank you JD,

Hope any one already worked in this kind of scenario, I think its the common scenario.

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Community Member on at

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Hey Prashanth,

Did you figure out how to convert an activity to lead?

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hellosuresh 539 on at

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We have to write custom plugin to do that.

1. Provide ribbon button.

2. Attach an event handler and write the event handler in JavaScript and add as web resource and attach to form.

3. Write a plugin on change of a dummy value.

4. In Plugin, create Lead with activity values.

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PS 23,577 on at

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Phone Call, Task, & Appointments can be converted to Opportunity or case- Reason being, you capture these records in CRM with relation to an existing record like contact, account, order etc., thats why system does not gives you convert to lead button

Email can be converted to Lead, Opportunity or case- Reason being, email can be received from an unresolved recipient which means email id might not exist in the system; thats why system gives you convert to lead button

Its by design but if you still want it, you can do it by multiple ways like creating a plugin or custom workflow or a real time workflow. Simplest would be creating a real time workflow. You will have to create 3 different workflows each for task, phone call and appointment.

Let me know, if you need more help.

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