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Creating the Appropriate Relationships between Custom Entity and Leads Entity RRS feed

  • Question

  • Good morning,

    I am very new to Dynamics and am still learning how it all works. Currently I am working on customizing the CRM to fit our company processes and need help with a new custom entity.

    Our qualifying process for leads is quite involved and includes the need to gather and record certain information on potential accounts. This information also needs to be available after the lead is qualified and becomes an account, an opportunity or is disqualified and becomes inactive. (I am not 100% sure what happens when an account is either qualified or disqualifed, I have made a few assumptions: 1. when a lead is qualified it becomes an opportunity and certain information from the lead is brought over to the contact and account entity and 2. if a lead is disqualified it becomes inactive.)

    When an account comes up for renewal, the qualification process will need to be re-done. So we need to be able to start a new Qualification record for that account. We also need the ability to start a new Qualification record for previously disqualified leads since the criteria may change for a company in a year or two.

    So far I have created a custom entity called "Lead Qualifying" and created a 1:N relationship with the Lead Entity.

    My questions are:

    1. What are the next steps to make sure the associated Qualifying information from the Lead entity is brought over and associated with the Account entity when a lead is qualified?

    2. Can I associate the new "Lead Qualifying" entity to the Account entity in order to start new records when an account is up for renewal?

    3. If an account is disqualified, how can I keep the "Lead Qualifying" records accessible. They would not need to be edited, but need to be available for reporting. Further if a disqualified lead later becomes qualified we need all of the past "Lead Qualifying" records to be associated, see Q1.

    Hopefully I have explained this well enough. If additional information is needed please ask.

    Thank You,

    Grlynn

    Monday, August 26, 2013 4:07 PM

Answers

  • 1. What are the next steps to make sure the associated Qualifying information from the Lead entity is brought over and associated with the Account entity when a lead is qualified?

    Answer: To do this would involve some custom development work. Basically a plugin (additional business logic) will need to be developed which will copy fields from the Lead onto the newly created Account once a User clicks on the Qualify button. I suggest getting in touch with your partner to make this happen.

    2. Can I associate the new "Lead Qualifying" entity to the Account entity in order to start new records when an account is up for renewal?

    Answer: I take it that "a single Lead can have many Lead Qualifying records"? If this is the case and you want to reuse this for the Account, then you can also create a new 1:N relationship from Account to "Lead Qualifying". I suggest giving the "Lead Qualifying" entity a different name if it is to be used across multiple entity types.

    3. If an account is disqualified, how can I keep the "Lead Qualifying" records accessible. They would not need to be edited, but need to be available for reporting. Further if a disqualified lead later becomes qualified we need all of the past "Lead Qualifying" records to be associated, see Q1.

    Answer: The correct terminology here is that an Account can be "disabled". Disabled records can still be viewed in CRM and you can certainly view any related records for reporting purposes.

    I hope this answers your questions.

    • Proposed as answer by Roshan Mehta Wednesday, August 28, 2013 9:48 AM
    • Marked as answer by Grlynn Thursday, August 29, 2013 2:02 PM
    Wednesday, August 28, 2013 9:48 AM

All replies

  • 1. What are the next steps to make sure the associated Qualifying information from the Lead entity is brought over and associated with the Account entity when a lead is qualified?

    Answer: To do this would involve some custom development work. Basically a plugin (additional business logic) will need to be developed which will copy fields from the Lead onto the newly created Account once a User clicks on the Qualify button. I suggest getting in touch with your partner to make this happen.

    2. Can I associate the new "Lead Qualifying" entity to the Account entity in order to start new records when an account is up for renewal?

    Answer: I take it that "a single Lead can have many Lead Qualifying records"? If this is the case and you want to reuse this for the Account, then you can also create a new 1:N relationship from Account to "Lead Qualifying". I suggest giving the "Lead Qualifying" entity a different name if it is to be used across multiple entity types.

    3. If an account is disqualified, how can I keep the "Lead Qualifying" records accessible. They would not need to be edited, but need to be available for reporting. Further if a disqualified lead later becomes qualified we need all of the past "Lead Qualifying" records to be associated, see Q1.

    Answer: The correct terminology here is that an Account can be "disabled". Disabled records can still be viewed in CRM and you can certainly view any related records for reporting purposes.

    I hope this answers your questions.

    • Proposed as answer by Roshan Mehta Wednesday, August 28, 2013 9:48 AM
    • Marked as answer by Grlynn Thursday, August 29, 2013 2:02 PM
    Wednesday, August 28, 2013 9:48 AM
  • Roshan,

    Thank you for the information and suggestion on the entity name. Your  post was very helpful.

    Grlynn

    Thursday, August 29, 2013 2:03 PM