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Hi All,
How can i change Lead status to "Qualify" without qualifying Lead in Dynamic 365. I want this because i have Opportunity already created and i want to link that opportunity with the lead without qualifying it.
Thanks,
Shahbaaz
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Thank you. Good to know...
Thanks abhishek for the help
Hi Aric,
I have not verified the above code, but it's from msdn blog and they have listed that opportunity will not be created.
Thanks,
Abhishek
The issue with the above, is that is will qualify the lead and create the opportunity, which is not what Shahbaaz is looking for.
You should try the following, but try it first in a different environment:
EntityReference moniker = new EntityReference();
moniker.LogicalName = "lead";
moniker.Id = leadId;
SetStateRequest request = new SetStateRequest();
request.EntityMoniker = moniker;
request.State = new OptionSetValue(1); // Qualified
request.Status = new OptionSetValue(3); // Qualified
try
{
SetStateResponse response = (SetStateResponse)service.Execute(request);
}
catch (FaultException<OrganizationServiceFault> ex)
{
string errMessage = ex.Message;
throw new InvalidPluginExecutionException(errMessage);
}
Hope this helps.
Hi,
Please check below code and url.
/ Qualify the first lead, creating an account and a contact from it, but
// not creating an opportunity.
var qualifyIntoAccountContactReq = new QualifyLeadRequest
{
CreateAccount = true,
CreateContact = true,
LeadId = new EntityReference(Lead.EntityLogicalName, _lead1Id),
Status = new OptionSetValue((int)lead_statuscode.Qualified)
};
var qualifyIntoAccountContactRes =
(QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoAccountContactReq);
Console.WriteLine(" The first lead was qualified.");
msdn.microsoft.com/.../microsoft.crm.sdk.messages.qualifyleadrequest.aspx
Hi,
I don't think that there is any way of doing this with the UI.
You might be able to do this with code and change the State Code and Status code values. The question is, would that trigger the execution of the Qualify event. Have to check, can't confirm...
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Mohamed Amine Mahmoudi
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