Stop creating new contact and account on converting lead to opportunity

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Posted on by dkrishna

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When i click on Lead convert button it should only convert to Opportunity it should not create any new contact or account.Please suggest how to deal with this? can be done with plugin or workflow? how to implement this?

Thanks,

Krishna

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Community Member Microsoft Employee on at

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RE: Stop creating new contact and account on converting lead to opportunity

Hi dkrishna,

unfortunately this is an oob behaviour based on company name / topic / firstname / lastname values.

To avoid it you need to implement the following plugin in Pre-Operation.

Please note this plugin require 3 new attributes on lead form: Create Account, Create Contact, Create Opportunity used to drive conversion.

Plugin code:

using System; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; namespace FP.Plugin { public class LeadQualifyPlugin : IPlugin { public void Execute(IServiceProvider serviceProvider) { IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = factory.CreateOrganizationService(context.UserId); EntityReference leadid = (EntityReference)context.InputParameters["LeadId"]; ColumnSet columnset = new ColumnSet(new string[] { "new_createaccount", "new_createcontact", "new_createopportunity" }); Entity leadentity = service.Retrieve(leadid.LogicalName, leadid.Id, columnset); if (!leadentity.GetAttributeValue<bool>("new_createaccount") && !leadentity.GetAttributeValue<bool>("new_createcontact") && !leadentity.GetAttributeValue<bool>("new_createopportunity")) { throw new InvalidPluginExecutionException("LeadQualifyPlugin.Execute error: No lead conversion options have been selected."); } try { context.InputParameters["CreateAccount"] = leadentity.GetAttributeValue<bool>("new_createaccount"); context.InputParameters["CreateContact"] = leadentity.GetAttributeValue<bool>("new_createcontact"); context.InputParameters["CreateOpportunity"] = leadentity.GetAttributeValue<bool>("new_createopportunity"); context.InputParameters["SuppressDuplicateDetection"] = true; } catch (Exception ex) { throw new InvalidPluginExecutionException("LeadQualifyPlugin.Execute error: " + ex, ex); } } } }

Please let me know if you solve.

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Verified answer

Rawish Kumar 13,756 on at

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RE: Stop creating new contact and account on converting lead to opportunity

Hi Krishna,

Yes you can do this and it is possible by writing a pre-validation plugin on "QualifyLead" message and making "CreateContact" & "CreateAccount" to false.

few links :

msdn.microsoft.com/.../microsoft.crm.sdk.messages.qualifyleadrequest.aspx

crmblocks.blogspot.in/.../how-to-qualify-lead-without-creating.html

ashwaniashwin.wordpress.com/.../modify-lead-qualification-process-in-microsoft-dynamics-crm-2013