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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can i change Lead ...
Microsoft Dynamics CRM (Archived)

How can i change Lead status to "Qualify" without qualifying Lead

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Posted on by Shahbaaz Ansari 6,211

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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I have the same question (0)
  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    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...

  • Verified answer
    Abhishek_Sinha Profile Picture
    Abhishek_Sinha 665 on at

    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

  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    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.

  • Abhishek_Sinha Profile Picture
    Abhishek_Sinha 665 on at

    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

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Thanks abhishek for the help

  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Thank you. Good to know...

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