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    In CRM2011 you were presented the option to automatically created an Account record when qualifying a lead.  I understand in CRM2013 that it forces you to create an Opportunity.  It seems to default to create an Opportunity associated with a Contact - this does not work with our industry.  Is there a way for the Qualify to automatically create only an Account record?

    Thanks you.

    Friday, July 18, 2014 7:28 PM

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    You can create your own custom qualification process and hide the default one.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    • Proposed as answer by Wayne Walton Monday, July 21, 2014 10:19 PM
    • Unproposed as answer by Allmant Tuesday, July 22, 2014 12:40 AM
    Friday, July 18, 2014 9:41 PM
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    Thanks Wayne, that is what I am attempting to do - I am new to Business Process, but am very familiar with CRM2011 and Workflows.  In 2011, you could use the Qualify Button to Create the Account and the Originating Lead would populate.  The Leads in 2011 for our industry were Businesses, so creating a Contact record was not needed and caused issues.  In addition, we would skip the Opportunity record for new sales, as that made no sense for our industry either.

    In 2013, as I understand Business Processes, they cannot create records like workflows do - or am I missing something?  I do not see how the system can auto create an account, and not a contact in 2013.

    Or do I have to create some workflow (separate from the Business Process) that deletes the contact and creates the account?

    Monday, July 21, 2014 3:45 PM
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    So while a business process might be useful, I was thinking more along the line of using a ribbon editor to hide the default qualification button, then create new qualification button wired up with Javascript to execute a workflow or plugin that would create all the records you want created for your business.      While this requires some development effort (especially for the plugin), you can make it match your business's need exactly.

    So that button is the big change I was thinking of from where you were going.  (there is code in the CRM SDK you can take that makes a button run stuff, to get started)

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Monday, July 21, 2014 10:25 PM
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    Hi

    Use Plugin.

    This may help you..

    http://developersintent.wordpress.com/2013/09/23/controlling-the-lead-qualification-process-in-crm-2013/

    Tuesday, July 22, 2014 7:24 AM