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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Auto create account fr...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Auto create account from lead by trigger from other field

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Posted on by CU08051724-0 46
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.
Categories:
Dynamics 365 Sales
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  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,792 Super User 2025 Season 2 on at
    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.
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,373 Most Valuable Professional on at
    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)
    1. Trigger: When Lead is qualified (i.e., status changes to Qualified).
    2. Condition: Check if custom field (e.g., new_companycustomfield) is filled.
    3. 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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