Cancellation of activities on a Disqualified Lead (CRM 2016)

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Posted on 15 May 2017 16:45:01 by Goloknath

Hello,

I have a need to cancel all activities that are attached to a Lead at the same time that the said Lead is disqualified. The problem with this is that you cannot cancel activities on a Lead that is disqualified. I thought of going down the plugin route but there is no Disqualified event for an entity. Does anyone know a neat way that I can achieve this

Thanks in advance.

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a33ik 84,331 Most Valuable Professional on 15 May 2017 at 16:54:23

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RE: Cancellation of activities on a Disqualified Lead (CRM 2016)

Hello,

You should try using SetState/SetStateDynamicEntity messages.