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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Qualify Lead, does not...
Microsoft Dynamics CRM (Archived)

Qualify Lead, does not want to create an account but create contact and associate lead with existing account

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Posted on by Community Member Microsoft Employee

with the below code i am able to qualify the lead record and associate it with existing account but not able to create contact.

var qualifylead = new QualifyLeadRequest
{
OpportunityCurrencyId = currencyId,
CreateOpportunity = true,
OpportunityCustomerId = new EntityReference(Account.LogicalName, (Guid)a.Attributes["accountid"]),
LeadId = new EntityReference(Lead.LogicalName, guid),
Status = new OptionSetValue(3)
};

With the below code i am able to qualify the lead record and create the contact record but not able to associate it with existing account using OpportunityCustomerId.

var qualifylead = new QualifyLeadRequest
{
OpportunityCurrencyId = currencyId,
CreateOpportunity = true,
CreateContact = true,
OpportunityCustomerId = new EntityReference(Account.LogicalName, (Guid)a.Attributes["accountid"]),
LeadId = new EntityReference(Lead.LogicalName, guid),
Status = new OptionSetValue(3)
};

create contact and associate lead with existing account.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Qualify Lead, does not want to create an account but create contact and associate lead with existing account

    Thanks alot,

    it works

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Qualify Lead, does not want to create an account but create contact and associate lead with existing account

    Hi,

    Please try this code to set the existing account

    if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)

               {

                   // Obtain the target entity from the input parameters.

                   Entity entity = (Entity)context.InputParameters["Target"];

                   try

                   {

                       //get the lead name in variable

                       string leadname = entity.Attributes["name"].ToString();

                       QueryExpression getAccount = new QueryExpression()

                       {

                           EntityName = "account",

                           Criteria = {

                                      Conditions =

                                      {

                                       new ConditionExpression("name",ConditionOperator.Equal,leadname),

                                      }

                                  }

                       };

                       EntityCollection retrieveAccount = service.RetrieveMultiple(getAccount);

                       if (retrieveAccount.Entities.Count > 0)

                       {

                           var qualifylead = new QualifyLeadRequest

                           {

                               CreateOpportunity = true,

                               CreateContact = true,

                               LeadId = new EntityReference("lead", entity.Id),

                               //Status = new OptionSetValue((int)lead_statuscode.Qualified)

                           };

                           var qualifyIntoAccountContactRes =

                           (QualifyLeadResponse)service.Execute(qualifylead);

                       }

                       entity.Attributes["parentaccountid"] = new EntityReference("account", retrieveAccount.Entities[0].Id);

                       service.Update(entity);

                   }

                   catch (Exception ex)

                   {

                       throw new InvalidPluginExecutionException("An error occurred in the FollowupPlugin plug-in.", ex);

                   }

               }

    Thanks

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