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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Adding attachments fro...
Microsoft Dynamics CRM (Archived)
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Adding attachments from Lead to Account

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Posted on by Mohd Tahir 676

I just noticed that while creating a new lead, when the lead is converted into an opportunity a new corresponding account is created. To add attachments to a lead we have to add attachments to the "Notes" after saving a lead. But how can make sure that when these attachments are uploaded on a lead, they reflect as well on the account once it is converted into an opportunity.   

I have a similar requirement which I wish to achieve, any suggestions are most welcomed. 

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  • Mohd Tahir Profile Picture
    Mohd Tahir 676 on at
    RE: Adding attachments from Lead to Account

    Hi Alagu,

    Alagu I have never created a plugin. I am new to CRM. I am using CRM Dynamics 365. It would be really appreciable if you could share links to some good tutorials for getting started with plugin development.

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at
    RE: Adding attachments from Lead to Account

    Hi

    You have to create a plugin on account create check originating-lead has value. If it has create a notes to the account from lead.

  • Suresh Sorde Profile Picture
    Suresh Sorde 1,077 on at
    RE: Adding attachments from Lead to Account

    As per me you can achieve this via plugin code.

    Please check below link.

    https://community.dynamics.com/crm/b/hardworkdays/archive/2009/07/10/plugin-for-copying-notes-and-attachements-from-lead-to-contact-whis-is-converted-from-lead-for-microsoft-dynamics-crm-4-0

    Hope this helps.

    Thanks

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