Solved

CRM 4.0, detecting the Lead Conversion event

Posted on 2010-08-13
5
683 Views
Last Modified: 2013-11-24
In CRM 4.0, using workflows or form scripting, how do I detect that a lead is being qualified and being converted to an account?

This is the crux of the issue - I want to insist that an account number be provided when an account is created using lead conversion. I cannot do it with form scripting or by making the account number required because the lead conversion allows me to create an account without an account number even if the account number is required at the account level and not provided at the lead level. Also, I cannot force the account form to be opened during Lead Conversion using script to put some code behind the OnLoad of the account form to enforce the same.

How do I trap the Lead Conversion event for form scripting?

Any thoughts?

Thanks in advance,

Chad

0
Comment
Question by:chad_sriram
  • 2
5 Comments
 
LVL 27

Expert Comment

by:Chinmay Patel
ID: 33435343
Hi chad_sriram,,
Did you try using a Plugin?
It is a long process but not that complex. Have a look here and get started : http://msdn.microsoft.com/en-us/library/dd393295.aspx if you hit a roadblock let me know.
Regards,
Chinmay


0
 

Accepted Solution

by:
chad_sriram earned 0 total points
ID: 33436649
The problem is that I am using CRM 4.0 Online (hosted by Microsoft) and do not have access to the physical CRM server or database or web pages. So, I am guessing the answer is "it cannot be done". Is that right?

Chad
0
 
LVL 27

Assisted Solution

by:Chinmay Patel
Chinmay Patel earned 500 total points
ID: 33447653
Yes. That's correct.
Regards,
Chinmay

0

Featured Post

3 Use Cases for Connected Systems

Our Dev teams are like yours. They’re continually cranking out code for new features/bugs fixes, testing, deploying, testing some more, responding to production monitoring events and more. It’s complex. So, we thought you’d like to see what’s working for us.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Exception Handling is in the core of any application that is able to dignify its name. In this article, I'll guide you through the process of writing a DRY (Don't Repeat Yourself) Exception Handling mechanism, using Aspect Oriented Programming.
These days socially coordinated efforts have turned into a critical requirement for enterprises.
This Micro Tutorial will teach you how to censor certain areas of your screen. The example in this video will show a little boy's face being blurred. This will be demonstrated using Adobe Premiere Pro CS6.
Internet Business Fax to Email Made Easy - With eFax Corporate (http://www.enterprise.efax.com), you'll receive a dedicated online fax number, which is used the same way as a typical analog fax number. You'll receive secure faxes in your email, fr…

816 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

10 Experts available now in Live!

Get 1:1 Help Now