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Found 278335 threads
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0 VotesCRM plugin lead
For plugins that manipulate other entities you probably want to use "complete" data and those would probably be registered in the post ...Answered | 4 Replies | 1308 Views | Created by Alexander_DM - Thursday, October 23, 2014 1:30 PM | Last reply by Rickard Norström - Tuesday, October 28, 2014 9:07 AM
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0 Votes
on qualifying a lead,i want a folder to be created in crm 2011 ?????
You'll need to develop a plugin on QualifyLead message in which you can create a folder with .NET code.Answered | 1 Replies | 2389 Views | Created by Kanchan Sarkar - Friday, June 8, 2012 12:01 PM | Last reply by Linn Zaw Win - Friday, June 8, 2012 12:42 PM -
1 Votes
Cannot Qualify a Lead in CRM 2011
Hi, I tried it but I cannot still qualify Leads.Answered | 4 Replies | 3439 Views | Created by Chandana Koppula - Thursday, January 24, 2013 5:44 PM | Last reply by JosefRu - Monday, March 25, 2013 12:46 PM -
0 Votes
MS CRM 2011: Plugin not fired on updating Status Reason of Lead
Hi, Try to update the field manually to see if the plugin fires.Answered | 2 Replies | 3606 Views | Created by arunshar - Monday, July 22, 2013 2:28 PM | Last reply by Payman Biukaghazadeh - Monday, July 22, 2013 3:19 PM -
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CRM 2011 - QualifyLead plugin not firing after Lead status set to "Qualified"
But when I run my custom qualify and runs my UpdateLead plugin, it does not fire the third party's Qualifylead plugin.Answered | 4 Replies | 1990 Views | Created by jonrothlander - Tuesday, April 8, 2014 3:45 PM | Last reply by jonrothlander - Thursday, April 10, 2014 3:15 PM -
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MS CRM 4.0 - Execute a plugin when lead status becomes 'Qualified'
Hello Abhi, You should handle both SetState and SetStateDynamicEntity messages with your plugin.Answered | 2 Replies | 5745 Views | Created by Abhi D - Friday, June 10, 2011 10:44 AM | Last reply by Abhi D - Friday, June 10, 2011 12:03 PM -
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CRM 2011 - qualifying leads using ODATA silverlight
To perform other messages like SetState or Qualify, you need to use Soap request.Answered | 1 Replies | 5231 Views | Created by FutureSteel - Friday, November 11, 2011 7:16 PM | Last reply by Sam - Inogic - Friday, November 11, 2011 11:43 PM -
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CRM 2013 Business Processes - can they prevent a lead from being qualified?
Based upon another suggestion I will remove the qualify button and use the two option set in the business process to call a workflow to qualify the ...Answered | 8 Replies | 3339 Views | Created by PeterGleadell - Monday, January 13, 2014 12:15 PM | Last reply by PeterGleadell - Tuesday, January 28, 2014 9:18 AM -
4 Votes
Qualifying Leads
Hello, Figured this out - our sales people needed read access to Attribute Map, Customizations, Entity and Entity Map on the Customizations tab in the security ...Answered | 6 Replies | 9214 Views | Created by Nat B - Wednesday, July 20, 2011 2:05 PM | Last reply by Nat B - Monday, July 25, 2011 8:00 PM -
0 Votes
Using CRM 2011 Dialog to Qualify or Disqualify leads?
You can do that by first creating a Dialog for Leads and adding "Page" and "Prompt and Respone Step".Answered | 1 Replies | 6615 Views | Created by Lee Moreau - Wednesday, May 4, 2011 3:27 PM | Last reply by Rahul Agarwal[MSFT] - Thursday, May 5, 2011 4:03 AM -
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CRM 2011 Convert Lead Programatically
" :)Answered | 6 Replies | 7326 Views | Created by darrmerc - Wednesday, October 19, 2011 9:07 AM | Last reply by Can Bilgin - Sunday, October 23, 2011 12:17 PM -
7 Votes
CRM 2011 Convert Lead
I set the class as "Public" and it derives from "iPlugin".Answered | 25 Replies | 13485 Views | Created by MSCRM Desire Support - Tuesday, February 28, 2012 6:41 AM | Last reply by Rawler - Monday, March 17, 2014 3:49 PM -
1 Votes
Privilege to activate quot in Dynamics CRM 2011
Rob Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011Answered | 5 Replies | 6662 Views | Created by Leo_GUO - Friday, July 1, 2011 6:23 PM | Last reply by Rob Boyers - Tuesday, July 5, 2011 11:47 AM -
0 Votes
Contacts auto populating lead info
Oh tought it happened in the background on qualify.Answered | 4 Replies | 1272 Views | Created by dcurran06 - Thursday, February 19, 2015 12:05 PM | Last reply by Jugal Kishore Dandamudi - Monday, February 23, 2015 6:42 AM -
0 Votes
CRM 2011: Plugin to close the re-opened opportunity based on revised quote
Could you please help me updating the code or step registration data so that the plugin would trigger on re-opening opportunity through revising the related quote ...Answered | 13 Replies | 6961 Views | Created by Mostafa Moatassem - Sunday, November 20, 2011 9:21 AM | Last reply by Mostafa Moatassem - Saturday, November 26, 2011 12:50 AM -
0 Votes
CRM 2011 Increment a custom field in Quote from Quote products
HI Paul, You can have a javscript "OnSave" of ur form which would increment your valueAnswered | 2 Replies | 2760 Views | Created by Paul Wesley - Tuesday, December 18, 2012 6:40 PM | Last reply by Nandan21 - Wednesday, December 19, 2012 7:12 AM -
0 Votes
CRM 2011 - workflow or JavaScript to revise quote
You could write a plugin.Answered | 3 Replies | 1936 Views | Created by YAT_goodman - Monday, January 27, 2014 6:14 AM | Last reply by Payman Biukaghazadeh - Monday, January 27, 2014 6:57 AM -
1 Votes
Carry Look attribute while qualifying a lead in CRM 2011
You should be able to create a field mapping between Lead and Account.Answered | 1 Replies | 2448 Views | Created by Rags_B - Thursday, August 9, 2012 4:13 PM | Last reply by JLattimer - Thursday, August 9, 2012 4:30 PM -
0 Votes
CRM 2011: Executing a plugin on opportunity when revising related quote
In 2011 there is no Revise message.Answered | 15 Replies | 6827 Views | Created by Mostafa Moatassem - Saturday, November 26, 2011 10:42 PM | Last reply by mardukes - Monday, July 22, 2013 2:33 PM -
0 Votes
Message or Event to fire a plugin in CRM 2011
So i have tried writing a plugin but not sure of the event/message to fire it.Answered | 9 Replies | 5017 Views | Created by Prasad Parameswaran - Thursday, January 19, 2012 10:03 AM | Last reply by Sam - Inogic - Monday, January 23, 2012 8:23 AM - Items 1 to 20 of 278335 Next ›
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