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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / What is the name of th...
Microsoft Dynamics CRM (Archived)

What is the name of the Existing Contact field from a Lead's Qualify section?

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Posted on by Adrian Suteu

Hi. I would like to import data for the field Existing Contact and then find a way to bulk qualify the Leads into the corresponding Contacts (to fix Lead-Contact duplicates/non-qualified leads issues).

Lead_2D00_duplicate_2D00_detection_2D00_job2.jpg

But I can't figure out which field is Existing Contact. How is it called in the Lead's Fields section? Which field to update?

Do you have any idea what is the name of this field? Or is it even there? Or maybe some workaround to set the value of this field from import?

Thanks,

Adrian

*This post is locked for comments

  • Hittori Profile Picture
    Hittori 72 on at
    RE: What is the name of the Existing Contact field from a Lead's Qualify section?

    If this happen "the Contact is already there and it contravenes a duplicate detection rule....  " it is because the user hasnt look for the existing parent contact lookup.

    What you can do in here is to create a plugin that on creation of a contact if there is a OriginatingLeadId, then get the activities of the lead and tied them to the contact. (this will remove the relationship of the activity with the lead and move it to the contact.

    Remember this will have to be on step 50, basically when the Contact has being created, so you have the contactid, and you can go to the lead, get the list of activities you want to re-assign, and assign them with the new Contact ID.

  • Hittori Profile Picture
    Hittori 72 on at
    RE: What is the name of the Existing Contact field from a Lead's Qualify section?

    The field you are looking for is parentcontactid

  • Adrian Suteu Profile Picture
    Adrian Suteu on at
    RE: What is the name of the Existing Contact field from a Lead's Qualify section?

    Thank you very much.

    Is there a way of copying the Activities from Lead to Contact while deactivating the Lead?

    This works when I qualify the Lead and I get a newly created Contact. But if the Contact is already there and it contravenes a duplicate detection rule (Leads with the same email as Contacts) it won't pass the activities to that Contact.

    Can you help me with this?

  • Verified answer
    Inogic Profile Picture
    Inogic 402 on at
    RE: What is the name of the Existing Contact field from a Lead's Qualify section?

    The ‘Existing Contact?’ field on the BPF is mapped with the field ‘parentcontactid(Parent Contact for lead)‘.

    If this answered your question, please make sure to Mark this as an Answer.

    Thanks!

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