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convert custom entity to account in crm 2011

Answered convert custom entity to account in crm 2011

  • Thursday, May 03, 2012 9:04 AM
     
     
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    is there any way convert custom entity to account in crm 2011?

    i have researched this topic on the web but i couldnt find any satisfaction answer

    thx for answers

    Software Specialist Crm

     

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  • Thursday, May 03, 2012 10:02 AM
     
     
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    there is no way to convert entity to account to achieve this you have to write custom solution.

    add custom buton on ribbon for convert, put your custom logic on click of ribbon

     
  • Thursday, May 03, 2012 10:40 AM
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    Hi,

    Could you please more information about your requirement ??

    if you want to conver your custom entity record to account you can do it thorugh javascript or plugin,

    Mahain : Check My Blog
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  • Thursday, May 03, 2012 10:43 AM
     
     
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    Hi,

    Could you please more information about your requirement ??

    if you want to conver your custom entity record to account you can do it thorugh javascript or plugin,

    Mahain : Check My Blog
    Follow me on Twitter
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.


    i have a custom entity and i have an account lookup(N:1) on custom form and i want to map these fields(on custom form attrbiutes) to account when i click the account lookup and click new account  

    Software Specialist Crm

     
  • Thursday, May 03, 2012 10:45 AM
    Answerer
     
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    Hi,

    I presume you mean similar to the standard qualify lead function? If you were after a no-code solution, you could create a dialog to deactivate the custom entity record and create an account. You could then disaplay a hyperlink to the newly created account.

    Hth,

    Scott

    Scott Durow
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    • Marked As Answer by devcrm Friday, May 04, 2012 9:31 AM
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  • Thursday, May 03, 2012 11:08 AM
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    i have a custom entity and i have an account lookup(N:1) on custom form and i want to map these fields(on custom form attrbiutes) to account when i click the account lookup and click new account  :  Instead of creating new acccount from lookup window, you can creaet a custom ribbon button on your custom entity and can write javascript there to read your custome entity field and map them to account entity and create new account.

    Mahain : Check My Blog
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    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.