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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 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
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Ashish,

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

  • Ashish Moradiya Profile Picture
    Ashish Moradiya 515 on at

    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
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at

    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

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    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
    Rahul G J Profile Picture
    Rahul G J 605 on at

    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

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