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CRM 4.0, detecting the Lead Conversion event

Posted on 2010-08-13
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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

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Question by:chad_sriram
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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


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Accepted Solution

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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
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LVL 27

Assisted Solution

by:Chinmay Patel
Chinmay Patel earned 2000 total points
ID: 33447653
Yes. That's correct.
Regards,
Chinmay

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