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Auto numbers not created when we qualify a lead into an opportunity RRS feed

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    Hi,

    We have a custom entity called Auto-Numbers with a record to a number field in Opportunity entity

     

    so when we create an opportunity, there is a number automatically populated into this field, and this works perfect. 

     But when we try to qualify  a lead into an opportunity, there is no number created in this field.

    Please can anyone help me what could be the problem? When we qualify a lead into an opportunity, can we say it create an opportunity? what is the difference between these two "Create"?

    Thanks a lot!

    Carys

    carys


    • Edited by YH Sun Wednesday, July 16, 2014 3:01 PM
    Wednesday, July 16, 2014 2:52 PM

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    How is the field populated ? If it is using a plugin that is registered on the pre-validation event of the opportunity, then this would cause this behaviour. If that is the case, you should be able to resolve this using the pre-operation event instead - see http://mscrmuk.blogspot.co.uk/2014/06/plugin-pre-stages-some-subtleties.html

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, July 16, 2014 5:30 PM
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    Hi David,

    We tried to switch the option from pre validation to pre operation, but failed. Our system was upgraded from CRM 4.0 to 2011, is that the reason?

    Thanks

    Carys

    carys

    Tuesday, July 29, 2014 8:24 PM