Question

Relinking an entity from Lead to Account

Asked by: Big-Pete

Hi all,

I've got a customer who has a custom entity, lets call it Customer Info, that is related to Lead, which has to be filled in with customer information for each lead before they are allowed to be come an account.

However when the lead is converted to an Account I need that custom entity, Customer Info, record to be linked to the Account rather than the lead.  Is there anyway to do this via relationships, workflow, code?

Thanks

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Asked On
2009-11-03 at 09:06:13ID24867848
Tags

Dynamics DRM 4

,

CRM

,

Dynamics

Topics

CRM Software

,

Microsoft Dynamics

Participating Experts
1
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500
Comments
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Answers

 

by: rakeshAgarwalPosted on 2009-11-03 at 22:09:08ID: 25736816

You can do it using plugin  or you can do it using workflow

Work flow  create a  lookup on lead form for account

first workflow
1. On creation of account  update the lead  account

second workflow
1. On updation of lead field account  update cutom entity accont field ( custom entity should be linked with account)

you  can also check this website
http://www.dynamicsexchange.com/Technology%20Resources/
go to section workflow
there are lot of resources for workflow.

Please do let me know if this helps

regards
Rakesh

 

by: Big-PetePosted on 2009-11-04 at 02:06:47ID: 25737804

Hi, thanks for the answer, can you just break it down into simpler steps for a CRM newbie!

Thanks

Peter

20120131-EE-VQP-002

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