Follow custom entities through leads - opportunity - accounts RRS feed

  • Question

  • I have a custom enitity called enviroments that contains different webtechniques (.net , wordpress and more),
    and this has a N:N to Leads, Oppertunities & Accounts.

    If I create an lead, and add a enviroment (Lets say Wordpress) to this lead...
    And then I transform this to an opportunity , the enviroment does not follow.
    I understand that I need to build a workflow or similar for this, but how?

    The purpose is to keep the enviroment through the lead -> opportunity -> account

    Tuesday, June 10, 2014 9:12 AM

All replies

  • Hi,

    you can create plugin for this.

    In plugin you have to check if lead contains records regarding environment then on qulify of lead you can add these environment records with oppurtunity and account also with add  relationship.

    Oppurtunity and accout id you will get from outparameters in plugin.

    Tuesday, June 10, 2014 9:34 AM
  • Hi,

    What you're trying to achieve is not possible using CRM out-of-the-box workflow.

    You might need to write a Plugin on StatusChange of Opportunity and using the Associate method to move your environments from opportunity to account. Details on how to associate records is available here : http://msdn.microsoft.com/en-in/library/gg309247.aspx

    Admin QuikView Solution for CRM 2013

    Tuesday, June 10, 2014 9:35 AM