CRM 2013 plugin

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  Hi,

  You'll need to write a Plugin and register it on PreValidation of QualifyLead message. In the Plugin code, you can stop creation of the Opportunity.

  Have a look here, this blog article provides the code: http://developersintent.wordpress.com/2013/09/23/controlling-the-lead-qualification-process-in-crm-2013/

  ---

  Admin QuikView Solution for CRM 2013

  Sunday, July 27, 2014 8:10 AM
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  Hi Dynamotion,

   if (context.MessageName.ToLower() == "create")
                  {
                      entity = (Entity)context.InputParameters["Target"];                  
                      if (((OptionSetValue)context.InputParameters["Status"]).Value == 100000021) // status is lead qualification  reason selected by the user. 
                      {
                          context.InputParameters["CreateOpportunity"] = false; //set to true by default
                          context.InputParameters["CreateAccount"] = false; //set to true by default
                          entity = (Entity)context.PreEntityImages["PreImage"];
                      }
                  }

  i have followed the same code above forum.. anything i need  add it?

  can you please suggest me synamotion

  ---

  Rammohan

  Thursday, July 31, 2014 4:57 AM
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  Hi 

  Can you refer the below link for preventing creation of opportunity

  http://www.zero2ten.com/blog/processing-opportunities-created-after-qualifying-leads-on-the-new-user-experience-forms-in-microsoft-dynamics-crm/

  Thursday, July 31, 2014 5:18 AM
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  Hi Rammohan,

  You need to register a plugin on qualifylead message(pre-operation). Try below code,

   if (context.MessageName.ToLower() == "qualifylead")
              {                                   
                  if (((OptionSetValue)context.InputParameters["Status"]).Value == 100000021) // status is lead qualification  reason selected by the user.  
                  {
                      context.InputParameters["CreateOpportunity"] = false; //set to true by default
                      context.InputParameters["CreateAccount"] = false; //set to true by default
                          
                  }
              }

  HTH!

  Thursday, July 31, 2014 5:41 AM
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  just a note, the steps you disabled belong to the ActivityFeeds solution, they create the wall notifications when a contact or opportunity is created, they are not involved in the specific qualify lead process. It's better you enable them again.

  You still need to write the plugin as already suggested.

  ---

  My blog: www.crmanswers.net - Rockstar 365 Profile

  Thursday, July 31, 2014 5:45 AM
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  Hi I have used the above code and register the step under the  qulifylead  on pre operation only

  Code:

  public class LeadQualificationProcess : IPlugin
      {
          IOrganizationService service = null;
          //[#Execute Mathod]

          public void Execute(IServiceProvider serviceProvider)
          {
              try
              {
                  // #region Intialization of Service
                  IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
                  IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                  service = factory.CreateOrganizationService(context.UserId);
                  // #endregion
                  Entity entity = null;
                  Guid grantId = Guid.Empty;

              
                  if (context.MessageName.ToLower() == "qualifylead")
                  {
                      if (((OptionSetValue)context.InputParameters["Status"]).Value == 100000021) // status is lead qualification  reason selected by the user. 
                      {
                          context.InputParameters["CreateOpportunity"] = false; //set to true by default
                          context.InputParameters["CreateAccount"] = false; //set to true by default

                      }
                  }
              } 

              catch (Exception ex)
              {
                  throw new InvalidPluginExecutionException(ex.Message);
              }
          }

      }
  }

   still opportunity records are getting created..

  can you please suggest me on this..

  ---

  Rammohan

  
  

  • Edited by Rammohan Ammiti Thursday, July 31, 2014 6:13 AM modified

  Thursday, July 31, 2014 6:12 AM
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  Hi Rammohan,

  I have tried the same code on my test org and it worked. Please recheck the value of "Status"

  Note: The Status property corresponds to the Lead.StatusCode attribute of the Lead entity. 

   public class LeadQualificationProcess : IPlugin
      {
          IOrganizationService service = null;
          //[#Execute Mathod]
  
          public void Execute(IServiceProvider serviceProvider)
          {
              try
              {
                  // #region Intialization of Service
                  IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
                  IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
                  service = factory.CreateOrganizationService(context.UserId);
                  // #endregion 
                  Entity entity = null;
                  Guid grantId = Guid.Empty;
  
               
                  if (context.MessageName.ToLower() == "qualifylead")
                  {
                      if (((OptionSetValue)context.InputParameters["Status"]).Value == 100000000) // status is lead qualification  reason selected by the user.  
                      {
                          context.InputParameters["CreateOpportunity"] = false; //set to true by default
                          context.InputParameters["CreateAccount"] = false; //set to true by default
  
                      }
                  }
              } 
  
              catch (Exception ex)
              {
                  throw new InvalidPluginExecutionException(ex.Message);
              }
          }
  
      }

  HTH!

  Thursday, July 31, 2014 7:02 AM
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  Hi ,

  I tried with

    if (((OptionSetValue)context.InputParameters["Status"]).Value == 100000000)

  code also .. opportunities are getting created..

  I am using on premiss appliaction

  I had checked with database
  select StatusCode from lead
  select statuscode,statuscodename, * from FilteredLead

  statuscode=3

  even tried with 3 also not working...

  ---

  Rammohan

  Thursday, July 31, 2014 10:14 AM
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  Hi Rammohan,

  In code, I have used "100000000" because I have added new option "test" in the status reason field and its associated numeric value is "100000000".

  

  While qualifying the lead I am selecting the status as test.
  

  Please reconfirm the status code value.
  

  HTH!

  
  

  
  

  • Edited by DynaDeveloper Thursday, July 31, 2014 10:45 AM

  Thursday, July 31, 2014 10:32 AM
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  Hi Dyna,

  The above code working fine.. after qualify the Lead record it's not moving Qulify stage immediately

  it's still showing the Qulify button.. afte refreshing the page then only it's moving to Qulifed stage..

  can you please guide me how can i achieve this..

  ---

  Rammohan

  Wednesday, August 6, 2014 1:40 PM