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ReportHello Everyone,
I wonder is there any OOB way to convert a case into a lead?
TIA.
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Hello Everyone,
I wonder is there any OOB way to convert a case into a lead?
TIA.
*This post is locked for comments
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,
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.
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André Arnaud de Cal...
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Martin Dráb
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