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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Qualifying a Lead to a...
Microsoft Dynamics CRM (Archived)

Qualifying a Lead to an Opportunity

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Posted on by Community Member

In our use of the CRM 2011 we qualify Leads into Opportunities only.  We are planning to upgrade to CRM 2015 but it seems that Qualify will create a Company, a Contact and an Opportunity.  How can we limit it to Qualify to an Opportunity only?  Has anybody else had the same issue?

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  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Michael

    Starting from crm 2013

    You cant choose whaterver record you want to create either Opportunity account or contact.

    It is done by business rule as you can see here

    [View:http://crmtipoftheday.com/2015/02/09/qualify-lead-crm-2011-vs-crm-2015/]

    So the only way is to intercept the qualify lead plugin message as shown before by changing the createopportunity or createcontact or createaccount parameter

    As example here

    [View:https://ashwaniashwin.wordpress.com/2014/04/09/modify-lead-qualification-process-in-microsoft-dynamics-crm-2013/]

    Hope this helps

    Thanks

  • Community Member Profile Picture
    Community Member on at

    Thanks for the reply but that is too complex for us.  We just use CRM and are not script developers.  We also found that the Javascript we had in CRM4 did not survive the transfer to CRM2011 and had to get it re-written so we are trying to remove it all before we upgrade to CRM 2015. Is there any simpler way of preventing Qualify creating an Account or a Company.  Dynamics CRM seems to be wonderfully flexible, except for the underlying sales process where Microsoft seem to have a rigid idea of what it should be.

  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at

    Hi Michael,

    As Aileen stated earlier, this cannot be done without some coding.

    More info can be found here for the correct properties:

    msdn.microsoft.com/.../microsoft.crm.sdk.messages.qualifyleadrequest_properties.aspx

    On the other hand, to me, it sounds like you are only creating opportunities for existing accounts/contacts? Why not fill in the 'existing customer?' fields?

    Regards,

    Wouter

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Michael,

    You need to interfere it using plugin only.

    The js can but you need to create your own button action for this.

    Thanks

  • Community Member Profile Picture
    Community Member on at

    Thanks.  Unforunately we are not "only" creating opportunities for existing accounts/contacts but "usually" doing so.  We do fill in the "Existing Customer" fields in the Lead record, unfotunately when you then Qualify the Lead the window asks you to select the "Existing Customer" infomation again.  Our users will hate that and it adds the possibility of errors.  We are a user of the CRM and not a developer so JavaScript is not really an option for us. Plus it always seems to have to be re-writtten when you upgrade versions.

  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at

    Hi Michael,

    I understand.

    If coding isn't an option, I would suggest that upgrading would be your best move.

    Starting from version 2013 you can prefill the existing fields on your lead form and qualify it directly to an opportunity.

    Made a quick preview, download file and open in IE: www.dropbox.com/.../QL.swf

    Regards,

    Wouter

  • shivaram Profile Picture
    shivaram 3,315 on at

    Hi Michael,

    There are only 3 options to qualify a lead without creating Account and/or contact.

    1) Enter Existing Contact and Account Details in Lead form

    2) You Can achieve it through client side using Java script

    3)Server side through Plugin.

    Thank you.

    Shiva ram

  • Community Member Profile Picture
    Community Member on at

    I think you are probably right.  I will find out when we upgrade.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Michael ,

    If you want to restrict creation of Account & Contact on Qualification of Lead in 2015. Write a plugin which will fire on Lead Qualify , Add below code. This will restrict creation of Account & Contact on Lead Qualification

    context.InputParameters["CreateOpportunity"] = true;

    context.InputParameters["CreateAccount"] = false;

    context.InputParameters["CreateContact"] = false;

    Hope this helps !! I f it helped u plz mark answer as verified. Thanks

    Regards,

    Kamran

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I have no doubt you are right.  But altering the CRM by plug-in is beyond me plus our experience is that this type of customisation does not survive updrades to the CRM.  CRM 4 to CRM 2011 was both fraught and expensive for us.  So we try and only use standard CRM fuctionality to achieve what we need.

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