Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
CRM 2011 RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello All,

    I have one issue with CRM in one scenario

    I created one lead and add 2 contacts to that lead and after that i assign that lead to other user, but while assigning lead to other user only lead are assign, contact in that lead are not assign to that user.

    So i need help from you guys, and how can i achieve this.

    Waiting for your reply

    Thanks in advance

    Abhijeet Katigar

    Thursday, February 20, 2014 4:26 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    Lead and contact records are different so when you assign one, the other one won't get cascading.

    To do it, I suggest you can do one of following solution:

    1. Create a workflow trigger when Lead is assigned --> Read your contact and assign them to new user too.

    2. The same as workflow but you create a plugin to do it.

    I prefer solution #1 though. It's easy without code and I can do it by yourself easily.

    Hope it helps.


    • Edited by Linh Giang Thursday, February 20, 2014 4:34 AM typo
    Thursday, February 20, 2014 4:34 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello Linh

    Can u provide me some links regarding this issue,because i am totally new to this CRM.

    Thanks

    Abhijeet

    Thursday, February 20, 2014 4:46 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Abhijeet,

    This is an example how you create a workflow and assign a record (it's not for lead though). You can check it out.

    https://community.dynamics.com/crm/b/crmpowerobjects/archive/2012/05/24/assign-owner-and-route-case-to-queue-using-workflow-in-dynamics-crm.aspx

    BTW, CRM SDK is your friend: http://www.microsoft.com/en-us/download/details.aspx?id=24004

    Hope it helps.

    Thursday, February 20, 2014 4:52 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    OOB Lead entity does not have a 1:M relationship with Contacts. One lead can be converted and created as a single contact.

    If you have configured custom relationships where you can see multiple contacts under lead, you can acheive you auto assignment by configuring the 1:M relationship between lead and contact. On the relationship window you can set the cascade effect. Set appropriate Cascade relationship for Assign.

    HTH

    Sam

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Thursday, February 20, 2014 8:06 AM
    Thursday, February 20, 2014 8:05 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Lead and  contact are in referential relation,and it is a system relation you dnt have option to customize it

    for that you need to create a workflow or plugin do your job like above mention.

    ms crm

    Thursday, February 20, 2014 8:12 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello Sam,

    I gone through relationships in CRM and editing 1:N relationship of Lead and Contact to Configurable Cascading that time it giving me error like this parental relationship already present so please select Referential.

    Can u suggest me for that.

    Thanks

    Abhijeet

    Thursday, February 20, 2014 8:47 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Linh

    I tried your workflow solution for that i follow further steps

    1.Create one lead of type lookup in lead entity as LeadContact

    2.Create one workflow on lead entity and set following attributes.

                    Start When-Record is assign

                     add step as Assign Record in workflow in that

                       1.In "Assign" dropdown i select LeadContact

                        2. and in "To" i select "Set Properties" and i am sending you one image which shows all other settings

    Thursday, February 20, 2014 10:24 AM