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Get originating LeadID from Opportunity record when sending email (Processes) RRS feed

  • Question

  • Scenario, my site registers a Lead, it gets created in CRM (SOAP), I get the Lead GUID back from CRM to link the two. When sales qualify a Lead in CRM, the Opportunity is created and Originating Lead field is populated with the Lead GUID. I now want to send an email every time one of these Opportunities are modified but I require the Lead GUID.

    In the email template I can place {Lead(Originating Lead (Lead))} but this returns the Originating Leads name not the GUID, is there any way to obtain the actual Originating Lead's GUID in the email templates?

    Thanks

    Paul.

    Thursday, December 19, 2013 10:09 AM

All replies

  • Hello,

    I believe that the easiest way is to add field to opportunity of varchar type, develop plugin that will handle creation of opportunity and populate mentioned varchar field with guid of originating lead.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Thursday, December 19, 2013 10:51 AM
    Moderator