?
Solved

CRM 4.0, detecting the Lead Conversion event

Posted on 2010-08-13
5
Medium Priority
?
688 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
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 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 2000 total points
ID: 33447653
Yes. That's correct.
Regards,
Chinmay

0

Featured Post

Percona Live Europe 2017 | Sep 25 - 27, 2017

The Percona Live Open Source Database Conference Europe 2017 is the premier event for the diverse and active European open source database community, as well as businesses that develop and use open source database software.

Question has a verified solution.

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

Note: You must have administrative privileges in order to create/edit Roles. Salesforce.com (http://www.salesforce.com/) (SFDC) is a cloud-based customer relationship management (CRM) system. It is a database most commonly used by sales and marke…
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part II
NetCrunch network monitor is a highly extensive platform for network monitoring and alert generation. In this video you'll see a live demo of NetCrunch with most notable features explained in a walk-through manner. You'll also get to know the philos…
Visualize your data even better in Access queries. Given a date and a value, this lesson shows how to compare that value with the previous value, calculate the difference, and display a circle if the value is the same, an up triangle if it increased…
Suggested Courses
Course of the Month11 days, 4 hours left to enroll

770 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