Lead Converting to Account - New Window with Created Account RRS feed

  • Question

  • Hi,

    We have a field "Status" (Custom Field - Picklist) on Prospect (Lead) form when it changes to "Create Account" and OnSave A new Account is created under 'My Active Accounts' view but I would like to open that created Account as new window which is currently not happening on OnSave.

    Currently this is for implementation project not OOB. Any Suggestion would really help.

    - Pratapra

    Friday, October 10, 2014 6:36 AM

All replies

  • Hello,

    I assume that you use CRM 2013. Functionality that opens Account, Contact, Opportunity after conversion was available in CRM 2011 and earlier. I'm afraid that the only way to implement your requirement is to write own dialog of conversion and replace standard dialog with yours.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Friday, October 10, 2014 7:21 AM
  • Hi pratapra,

    When your custom field change , you can use odata from javascipt  for creating the account.

    This link helps you.


    Polat Aydın Crm Software Developer

    Friday, October 10, 2014 10:07 AM
  • Hi Pratapra,

    I guess you are using CRM 2011 and using plugin you are creating the record.

    HINT to open newly created record:

    In oder to open the record you should be able call the FORM On_Load event where you can open the record using JS if the

    record ID is provided.

    Hope this helps,

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in

    Friday, October 10, 2014 12:51 PM