Qualify Lead to a custom entity

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Posted on by Jay2014

Hi All,

I thought this was going to be an easy task but doesn't seem to be.

Scenario :

I want to create a command button that converts Leads to a custom entity not (Opportunities, Account, Contacts) as out of the box currently works. I used RibbonBench to create the my custom button but now stuck coz not sure how to copy the logic from the "Qualify" button.

Help would be much appreciated.

Many Thanks,

Jay

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Jay2014 on at

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RE: Qualify Lead to a custom entity

Thank you all .... this worked - https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code

I will apply further logic on the workflow.

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Andreas Cieslik 9,267 on at

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RE: Qualify Lead to a custom entity

Simply open another browser tab and add this "/webresources/Lead_main_system_library.js" to organization URL, e.g.:

orgname.crm.dynamics.com/.../Lead_main_system_library.js

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Jay2014 on at

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RE: Qualify Lead to a custom entity

I replicated, the out of the box "Qualify" button and copied it's display rules. All seems fine, my custom button is being hidden and triggering same as the "Qualify" button with contacts, accounts etc still being created.

I want to review the main WebResource"$webresource:Lead_main_system_library.js" triggered by the Qualify button and hopefully strip this down to create my custom entity records. However, I cant find this within CRM ? Any ideas

Thanks,

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Thomas David Dayman 11,323 on at

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RE: Qualify Lead to a custom entity

You could probably use process.js and call a workflow when you click the Ribbon Button processjs.codeplex.com

I've used a few times to call workflows from JS and it seems to work well.

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Jay2014 on at

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RE: Qualify Lead to a custom entity

Thank you both,

i am not a Developer and those approaches will lead me into a deep hole if that code doesn't work. I have done further investigations and wonder, would the approach of adding a button and calling a workflow be feasible for my scenario ?

I got the idea from this reference - ribbonworkbench.uservoice.com/.../132235-create-a-workflow-short-cut-ribbon-button-no-code

I am new to Development so open to any suggestions.

Thanks

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prt33k 6,907 on at

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RE: Qualify Lead to a custom entity

You need to call the custom action and replicate the behaviour of Qualify.

So

1. Create a custom action - QualifyToCustomEntity

2. Call this custom action on button click using JavaScript and paas the GUID of the lead.(community.dynamics.com/.../web-api-executing-custom-action-via-javascript)

3. Register a plugin in the custom action. Retrieve the fields of the lead that you want to pass to the custom entity. Create the custom entity. Change the status of lead if required.

4. Retuen the GUID of the custom entity to JS.

5. In JS, open the form of the custom entity using the GUID you got back.

Thanks,

Prateek

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Andreas Cieslik 9,267 on at

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RE: Qualify Lead to a custom entity

This older article might give you a clue:

jlattimer.blogspot.de/.../qualify-leads-without-creating.html

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