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Session Id : f6os4AEmfUK3vZbL56WrhZ
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to qualify/change ...
Microsoft Dynamics CRM (Archived)

How to qualify/change status of lead by clicking hyperlink from the internet?

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Posted on 24 Feb 2017 04:52:58 by Ashish Moradiya 515

Hello,

I want to collect lead from internet and sending mail with hyperlink, if the user clicks the link then lead record should qualified. 

I have already created mechanism to create lead and send mail, but how can I prepare link to qualify that perticular link when click from the internet(outside dynamics crm environment) without any authentication thins?

thanks,

Ashish

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  • Suggested answer
    Rahul G J Profile Picture
    Rahul G J 605 on 24 Feb 2017 at 10:20:50
    RE: How to qualify/change status of lead by clicking hyperlink from the internet?

    Correct! As Andrii Butenko said even i think we need a portal that is integrated with CRM.

    Probably that portal will contain a button or something, which onclick it will flow the data from portal to CRM and qualify the Lead based on condition.

    Regards,

    Rahul

  • Verified answer
    a33ik Profile Picture
    a33ik 84,329 Most Valuable Professional on 24 Feb 2017 at 10:17:04
    RE: How to qualify/change status of lead by clicking hyperlink from the internet?

    Yes. You will have to develop MVC or ASP.Net portal that will be integrated with Dynamics CRM. You can use WebApi but as for me it is much more easier to use CRM Sdk assemblies.

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on 24 Feb 2017 at 09:11:13
    RE: How to qualify/change status of lead by clicking hyperlink from the internet?

    Hi

    You have to create own service code(portal development) and in the service code you have to write the below code to  qualify  the lead

    Please refer the below URL

    msdn.microsoft.com/.../hh547458.aspx

  • Ashish Moradiya Profile Picture
    Ashish Moradiya 515 on 24 Feb 2017 at 09:01:59
    RE: How to qualify/change status of lead by clicking hyperlink from the internet?

    Hi Andrii,

    Thanks for your answer, could you explain it little more detailed? by portal you mean what kind of solution? do I need domain and develop website like MVC or something? and integrating it with crm using web api?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,329 Most Valuable Professional on 24 Feb 2017 at 08:51:29
    RE: How to qualify/change status of lead by clicking hyperlink from the internet?

    Ashish,

    You will have to develop portal that will be integrated with Dynamics CRM and would not require authentication.

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