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Auto create account from lead by trigger from other field

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Posted on by CU08051724-0

Hi there,

I have a question question regarding the qualification process. of the lead in dynamics 365 For Sales. When the company name (field: CompanyName) is filled in it will ask to create an account for you. Is there any way to change this field into another field to also auto-trigger the account creation? If so, how can I do this the most easy way? If it's not possible, is there any other way to do so (for instance power automate)?

Also, where can I find the setting to enable or disable auto creation from accounts and leads?

Thanks for your response in advance.

Best regards,

Rubio.

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Dynamics 365 Sales

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Muhammad Shahzad Sh... 379 Most Valuable Professional on at

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Auto create account from lead by trigger from other field

Option A: Pre-qualify with a Plugin (Best for server-side logic)
Write a plugin on QualifyLead message to:

Check your custom field (e.g., new_companycustomfield).

If it has value, populate CompanyName programmatically before qualification.

Option B: Power Automate Workaround (Post-qualification)

Trigger: When Lead is qualified (i.e., status changes to Qualified).

Condition: Check if custom field (e.g., new_companycustomfield) is filled.

Action:

If yes, create an Account manually using the custom field value.

Then, update the Opportunity/Contact created by qualification to link the new Account.

⚠️ However, this approach is after-the-fact and won't auto-link the account in the same way as native behaviour does during qualification.
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Tom_Gioielli 1,687 on at

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Auto create account from lead by trigger from other field

Is there a reason you want to copy the functionality from the standard field into a different one? The OOB Company field on the lead will attempt to find a matching Account name, otherwise it will offer to create a new one. I suppose there's no reason why you can't accomplish this using JavaScript or a plugin for real-time actions or Power Automate for background, but I would probably recommend reviewing your requirement first to see if it is truly necessary.

Customize lead qualification experience in Dynamics 365 Sales | Microsoft Learn <-- Here is some information about customizing the lead qualification process.