Notifications
Announcements
No record found.
Hello Everyone,
I wonder is there any OOB way to convert a case into a lead?
TIA.
*This post is locked for comments
Hi,
There is no OOB functionality to convert a case into Lead but you can achieve this by using OOB workflows i.e. create a workflow which triggers on case closure and then creates a lead record.
Hope this helps.
xRM is meant for that. You can create any sort of business functionalities like this.
No OOB solution available. Simple UI workflow can help you to map the field values from case into lead. It can be on demand or on some status change/field update.
Just create a relationship between case & lead so they can be mapped & help to identify from which case record the lead got created. You can build a BPF too (it’s advanced though).
Read this to understand: [View:https://www.crmsoftwareblog.com/2016/02/automatically-create-update-dynamics-crm-contacts-based-custom-entity/]
Hi Sunny,
There is no OOB functionality to do this. You should go for custom solution creating button, plugin ,additional fields,status ,relationships.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SA-08121319-0 4
Calum MacFarlane 4
Alex Fun Wei Jie 2
