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Microsoft Dynamic CRM Online - How to qualify Prospect (Customization)

Pytanie Microsoft Dynamic CRM Online - How to qualify Prospect (Customization)

  • Wednesday, 23 May 2012 11:28 AM
     
     
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    Hi,

    I want to know following.

    If we want to qualify lead in dynamics crm then in lead record there is a button named "Qualify" on upper ribbon. By clicking on that we can qualify lead and can create record for opportunity,contact etc..

    Now my question is that if i created a new custom entity named "Prospects" and its form is same as lead's form. I want to qualify this Prospect and want to create lead record by qualifying Prospects. I have created new custom entity "Prospects" as of lead's form. But that Qualify button in lead will be not there in Prospects form.

    How can i qualify Prospects and can create lead record then ?

    Please help !!


     

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  • Wednesday, 23 May 2012 11:38 AM
     
     
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    Hi,

    We  can  put a  new ribbon button a s qualify button  and  can implement the functionality to qualify Prospects and can create lead record then .

    Thanks


    • Edited by Kar Pallavi Wednesday, 23 May 2012 11:40 AM
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  • Wednesday, 23 May 2012 11:41 AM
     
     
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    Hi PKar_mscrm,

    Thanks for your reply. How can we create new ribbon button and such functionality of qualifying ?

    Can you give me some reference ?


     
  • Wednesday, 23 May 2012 1:01 PM
     
     
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    Please  take  a  look into the link below to add a  ribbon button,

    http://msdn.microsoft.com/en-us/library/gg334341.aspx.

    On qualify  a  lead the  lead record gets  inactive and a new account/contact  or opportunity gets created.

    So, the new ribbon button  will popup a  dialogue( similar to  that  of  when we do  qualify leads).

    And on  sumbit/ok of  that  dialogue  create  new  account/contact/opportunity  record  and  make  the  prospect record  inactive.

     
  • Wednesday, 23 May 2012 6:07 PM
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    Milan, your design (creating a Prospect entity and then converting it to a Lead) is not a great design because it will involve a lot of confusing screens and steps for your users. It also needs several days of custom development and it sounds like you don't have any training or experience in CRM development.

    I would advise you to get assistance from an experienced Microsoft CRM partner while you also get trained and certified in customizing and extending CRM.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

     
  • Thursday, 24 May 2012 5:23 AM
     
     
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    Hello Neil Benson,

    We have no time this time to take training and then do stuff. But if you can help me in this then i can do something.

    Thanks for your suggestions.

     
  • Thursday, 24 May 2012 11:30 AM
     
     
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    Here's a blog article that outlines the steps needed for creating custom functionality to replicate the "Qualify Lead" button. While this article discusses the replacing of the standard button on the lead form, I think it should give you some pointers towards how to implement the functionality for your custom prospect entity.

    http://gtcrm.wordpress.com/2012/04/03/building-custom-screens-using-dialogs-and-ribbon-buttons-in-crm-2011/

    Still, I have to agree with Neil on this. The process of turning prospect records into lead records does not sound like a very good design. For example, none of the activities that you have recorded against the prospect record will be available under the lead you are creating through the Qualify dialog, unless you invest some time on custom development for plugins that modify/replicate these.

    Jukka Niiranen - http://niiranen.eu/crm - @jukkan