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CRM 2013 Contact entity to lead entity RRS feed

  • Question

  • Hi All,

    Lead entity to Contact  we are mapping the fields while qualifying the records  all data will populate in contact entity.

    same way i need reverse operation  from contact to lead.

    I have created the 1:N relation ship in contact to lead and i mapped the fileds..

    how can i triger this  to get it done like lead qulifying

    -Regards


    Rammohan

    Wednesday, September 3, 2014 1:52 PM

All replies

  • you will have to put a custom button and use JavaScript to do the reverse conversion.

    regards,

    Jithesh

    Thursday, September 4, 2014 1:11 PM
  • Hi,

    I created custom button.. i am not sure what kind of function i can i write in javascript..

    can you please suggest me how  any function for that?


    Rammohan

    Thursday, September 4, 2014 1:38 PM
  • Hi Ram,
    There is a very good example provided in the following blog. I have used it to clone an entity in CRM 2013.
    You could modify it slightly to make it work for you.
    Using this method your mapping will not be needed.
    http://garethtuckercrm.com/2012/07/31/duplicate-record-button-using-jscript-in-microsoft-crm-2011/
    Regards,
    Jithesh
    Thursday, September 4, 2014 2:09 PM