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Microsoft Dynamics CRM (Archived)

Qualify Lead to a custom entity

Posted on by

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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  • Suggested answer
    Jay2014 Profile Picture
    Jay2014 on at
    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.

  • Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    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

  • Jay2014 Profile Picture
    Jay2014 on at
    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,

  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    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.

  • Jay2014 Profile Picture
    Jay2014 on at
    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

  • Verified answer
    prt33k Profile Picture
    prt33k 6,907 on at
    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

  • Verified answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    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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