CRM Lead Qualification 2013 RRS feed

  • Question

  • HI ,

    I need to develop a lead qualification dialogue window as similar to our crm 2011 . 

    since we don have this feature in crm 2013 . 

    can anybody guide how to achieve  this .

    please provide if there is any solution available in codeplex  / 

    how to achieve this through html custom page . dialogue window.  with sample code.


    Sunday, September 28, 2014 1:30 PM


All replies

  • Here's a blog describing how to do it:


    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, October 6, 2014 4:08 PM
  • Hi Kmat,

              We can achieve this in CRM 2013, like CRM 2011, while Qualify the Lead Map the Parent Account and Parent Contact, the Click on Qualify itwill Create an Opportunity Alone else it will create an Account, opportunity and Contact.

    Friday, November 7, 2014 12:49 PM