Answered by:
CRM 2011

Question
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Hello All,
I have one issue, I have one lead with some contacts associated with that lead.When i qualify that lead into account and when i go into account and not able to see contacts associated with same lead.
How i will achieve this please help me out.
Waiting for your valuable reply.
Thanks in advance.
Thursday, March 13, 2014 6:10 AM
Answers
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Ok, got it, so as you are not creating contact as part of the lead qualify process crm not attaching your contact to newly account created. I think you need to develop plugin to on account create which will check if this account is created from lead and it has contact, you can read contact and associated it with Account.
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Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.- Marked as answer by Abhijeet Katigar Thursday, March 13, 2014 7:42 AM
Thursday, March 13, 2014 7:19 AMModerator
All replies
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Hello,
Could you explain how you are associating contact with Lead ??, have you created custom lookup in lead ??
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Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.Thursday, March 13, 2014 6:45 AMModerator -
Hello Mehender,
Actually i followed following steps.
1.Created one lead.
2.Created contacts for that lead.
3.Qualify same lead to account.
Thursday, March 13, 2014 6:57 AM -
How you associated contact with lead ?
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Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.Thursday, March 13, 2014 7:01 AMModerator -
Thursday, March 13, 2014 7:04 AM
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Thursday, March 13, 2014 7:06 AM
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Hello Mehender sir,
Actually i am new to CRM so can u suggest me some books for plug in writing or workflow writing in VS 2012.That will help me a lot.
Thanks and waiting for your reply
Abhijeet
Thursday, March 13, 2014 7:19 AM -
Ok, got it, so as you are not creating contact as part of the lead qualify process crm not attaching your contact to newly account created. I think you need to develop plugin to on account create which will check if this account is created from lead and it has contact, you can read contact and associated it with Account.
Our Website | Our Blog | Follow US | My Facebook Page | Microsoft Dynamics CRM 2011 Application Design
Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.- Marked as answer by Abhijeet Katigar Thursday, March 13, 2014 7:42 AM
Thursday, March 13, 2014 7:19 AMModerator -
OK Sir,
Sir can u suggest some books or any material for plug in development /workflow development.
Abhijeet
Thursday, March 13, 2014 7:29 AM -
Download MSCRM SDK, it has sample code which will help you to learn CRM Development and check for Developers Training Kit
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Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.Thursday, March 13, 2014 7:34 AMModerator -
Sir i have one more doubt,when i am assigning lead to other user that time owner of that lead are changing but respective owner contact are not getting changed.
What could be the reason.
Abhijeet
Thursday, March 13, 2014 7:41 AM -
Hello,
It depends on cascading rule if the action will be applied to related entity records or not, when you are doing any action on parent entity, Check for cascading rule and see what is there.
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Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.- Edited by HIMBAPModerator Thursday, March 13, 2014 7:46 AM
Thursday, March 13, 2014 7:45 AMModerator -
Hello Mahender,
Actually when i am qualifying leads into account that time notes are lost,same as contacts.Is there any solution for this?
Thanks in advance
Abhijeet
Thursday, March 13, 2014 11:11 AM