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Open only Opportunity window on Lead Qualify RRS feed

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    Hi,

    While qualifying lead to Account, Contact and Opportunity, I made all the 3 options checked including the 'Open newly created records', but the problem here is I want to open only the Opportunity record but not the Account and Contact.

    Though this is unsupported, I have go with this only option.

    Thanks...

    Tuesday, June 7, 2011 7:02 AM

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    It might also be possible to create some onload javascript in account and contact that identifies if it has been opened by the lead qualifier, perhaps by checking the "opener" object. In this cas you could execute a window.close() and close these windows. It would be supported but not a very neat solution as the windows would blink up and then disappear. Might also be possible to create a Retrieve-triggered plugin that breaks the retrieve or somehow redirects it without showing errors to the user.
    Gustaf Westerlund, CEO and Chief Architect at CRM-Konsulterna in Sweden
    Blog: http://gustafwesterlund.blogspot.com
    Swedish Dyn CRM Forum: http://www.crmforum.se
    Tuesday, June 7, 2011 10:18 AM

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    Hi Shiva,

    Think you would have two methods to go about this:

    (1) Most time-consuming method, redevelop the Qualify Lead screen as a custom HTML Web Resource or ASPX page and so use your own logic to only open the Opportunity screen when converting a Lead to Account, Contact and Opportunity.

    (2) Potentially less time-consuming method but also less flexible, add a piece of onLoad Javascripting that only fired when the CrmFormType is READ-ONLY and the Lead Status Code is Qualified - this script could then invoke the CRM Webservice to find the Opportunity record which had a 'originatingleadid' equal to the record's LeadId, and then open a separate browser window to show this Opportunity.

    This could work for your requirement here, as after qualifying the Lead using the Qualify Lead dialogue the Lead record will refresh and so the onLoad script will fire to then find the Opportunity that has resulted from the Lead and open it on-screen via a new browser window.

    Both of these methods should be supported but will involve HTML, ASPX or Javascript development to achieve unfortunately.  Hope that helps.

    Kind Regards, Paul | http://crmconsultancy.wordpress.com/
    • Proposed as answer by P McQ Tuesday, June 7, 2011 1:53 PM
    Tuesday, June 7, 2011 8:28 AM
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    Hi McQ,

    Thanks for ur reply.

    But my idea is to restrict the sending of parameters to open Account and Contact windows on Qualify button click. Where can I modify the code of Opening the two out of three records and what is the best possible way of doing this.

    Thank u...

    Tuesday, June 7, 2011 9:19 AM
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    Alternatively you could attempt to hack the following page in CRM [http://[yourcrm]/SFA/Leads/Dialogs/conv_lead.aspx] to make the dialogue only call script to open the Opportunity as opposed to the Account, Contact and Opportunity - however this would be horribly unsupported and best avoided.

    Would be better to go for redeveloping the screen as opposed to trying to hack the code/script of the current one.

    Might be worth checking back on the requirement for whether the end-users mind closing the pop-up Account and Contact screens when qualifying a Lead as given the dev involved, could end up being a hammer to crack a nut in terms of cost/benefit.

     

    Kind Regards, Paul | http://crmconsultancy.wordpress.com/
    Tuesday, June 7, 2011 9:40 AM
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    I would create a custom entity to act as lead and create new ribbon buttonsi to perform my own functionality.  If you want to generate accounts and things you can use jscript on the client side in event handlers or in the ribbon button or .NET on the server side in plugin's and workflow assemblies.  If you are dealing with 4.0 replace the word ribbon with isv.config everywhere above. :)

    You will want to reference the SDK for this.

     

    For 4.0:

     

    http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en

     

    For 2011:

     

    SDK: http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69

     

     

     

    Jamie Miley
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    Tuesday, June 7, 2011 10:17 AM
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    It might also be possible to create some onload javascript in account and contact that identifies if it has been opened by the lead qualifier, perhaps by checking the "opener" object. In this cas you could execute a window.close() and close these windows. It would be supported but not a very neat solution as the windows would blink up and then disappear. Might also be possible to create a Retrieve-triggered plugin that breaks the retrieve or somehow redirects it without showing errors to the user.
    Gustaf Westerlund, CEO and Chief Architect at CRM-Konsulterna in Sweden
    Blog: http://gustafwesterlund.blogspot.com
    Swedish Dyn CRM Forum: http://www.crmforum.se
    Tuesday, June 7, 2011 10:18 AM
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    Aye that would be a good way to go as well - lot less development than building a new 'Qualify Lead' screen
    Kind Regards, Paul | http://crmconsultancy.wordpress.com
    Tuesday, June 7, 2011 10:33 AM