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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lead to opportunity qu...
Microsoft Dynamics CRM (Archived)

Lead to opportunity qualify copying the custom entity data

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Posted on by Community Member

Hi Friends,

I have lead entity which surveys on 1 to N relation ship.When i qualify the lead entity i want carry over the survey in Opportunities,I think i need to develop the plugin when the qualify button copy over the survey in Opportunities.

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Thanks

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Lead to opportunity qualify copying the custom entity data

    Hello,

    I would suggest to develop a plugin that will handle create message of opportunity, check originatingleadid field and if it is populated that means that opportunity was created through qualification. Then - retrieve surveys based on id of lead and update it using id of opportunity. Good luck.

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