Dynamics Community Forum Thread Details

Retrieve contactid from the originatingleadid of an Opportunity in Dynamics 365 v9.x

When a Lead is qualified it will always create a new Opportunity record and will also create a new Account and Contact record as well unless you identify the Lead as belonging to an existing Account and/or existing Contact. In our use case, which I don't think is unique, we track both the Account and Contact associated with an Opportunity. In our use case we set a specific Account for new Leads and set the customerid field on the Lead form using Javascript.

When we qualify the Lead a new Opportunity is created and the customerid field is inherited from the Lead and a reference to the Lead is populated in the originatingleadid field. A new Contact is also created with information from the Lead and a reference to the same Lead is populated in the originatingleadid field.

Now, I would like to populate the newly created Opportunity with a reference to the newly created Contact in a custom field say new_contactid. The only way I can get to the newly created contactid (Contact) is from the originatingleadid field.

Can I get the contactid value from a Contact record querying on the originatingleadid field using Javascript or some other method?

Any help appreciated. Thanks!

Categories:

Customization / Solutions / SDK and API

Hi MrMarkS,

You could do this using a workflow.

Create a new workflow for the entity with Opportunity.

Add step "Update Record".

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Click "Set Properties" button. Select "Contact (Contact)" and "Originating Lead" in the Look for column, then add it to the contactid field.

2744.2.JPG

Save and Activate it.

When you qualify a lead, the newly created Opportunity will automatically populate the contactid field. You have to refresh the Opportunity page to see the effect.

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In addition, your needs seem to be OOB feature, that is the new Opportunity contact is the name of the qualify lead.

So you could replace your custom field new_contactid with the Opportunity contact.

If I misunderstand your needs, please correct me.

Maybe because the contact field can be modified manually, so you want a custom field that cannot be modified. Then the workflow I provide can meet your needs.

Hope this helps.

Best Regards,

Lu Hao

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