Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Qualifying all leads a...
Microsoft Dynamics CRM (Archived)

Qualifying all leads against a company via a workflow

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi

I'm wondering if it is possible to qualify all leads for a company following a trigger. For example, when the relationship type field updates to 'client' to qualify all the leads against that company to contacts.

With the MSCRMWorkflowUtilities against 'Lead - Lookup - Required' and the value box, you only have the option to either pick a specific lead, or set the field so that it qualifies the Originating Lead. Is there a way to add a value to this field so that it is all leads associated to that company, not just the originating one?

Or failing this function, another way completely to get all leads to automatically qualify to contacts once the parent account relationship type = client?

Thanks

Jess 

*This post is locked for comments

  • Suggested answer
    ARIFNIIT Profile Picture
    ARIFNIIT 1,391 on at
    RE: Qualifying all leads against a company via a workflow

    You mean Account entity does not have any relationship with lead entity? relationship will be as per your CRM business logic. I think you and your organization can decide that how company(account) is related to lead.

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Qualifying all leads against a company via a workflow

    Did you resolved the issue?

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Qualifying all leads against a company via a workflow

    LEADQUALIFY.PNG

    I have made some changes in my workflow like above you can check, now when a lead gets Qualify using On demand workflow it will also create Contact for it.

    If you find it helpful, Please mark as Verified.

    Best Regards,

    Shahbaaz

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Qualifying all leads against a company via a workflow

    Hi

    This sounds like something that would work with what I am trying to do. What plugin would this need to be? If you have a screenshot of the process or anything like that, that would be great.

    Thanks

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Qualifying all leads against a company via a workflow

    Hi,

    You can try plugin on account entity on change of relationship type. If Type=Client, the plugin can run and find all open leads against the particular account and qualify programmatically.

    Mansoor

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Qualifying all leads against a company via a workflow

    with the workflow which i given example doesn't create contact.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Qualifying all leads against a company via a workflow

    Hi

    Yes the existing account field is used to link the lead to the account

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Qualifying all leads against a company via a workflow

    Hi,

    are you using the existing account field to associated the account with lead?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Qualifying all leads against a company via a workflow

    Hi

    Thanks for sending this through, we can do it as on demand however, I want to make sure that once the lead is qualified a contact is automatically created - pulling all information from the lead across to the contact.

    Is this possible?

    Thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Qualifying all leads against a company via a workflow

    How can you retrieve all leads that are associated to the triggered company? That's what i can work out how to do. I can only see to do this for 'originating lead'

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans