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Found 221213 threads
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1 VotesCRM 2015 - Creation of opportunity while calling Lead Qualify in Business Process Flow
You need to run a QualifyLeadRequest against the CRM web service, and make sure you set the CreateContact and CreateOpportunity properties to true.Answered | 1 Replies | 1081 Views | Created by MSCRM15 - Monday, April 20, 2015 8:11 AM | Last reply by Torstein Utne - Monday, April 20, 2015 10:01 AM
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0 Votes
CRM 2013 Reports on Opportunity
http://www.develop1.net/public/post/How-to-restore-a-hidden-button-on-the-CRM-2013-Command-Bar.aspx Below is link to similar post.Answered | 2 Replies | 1480 Views | Created by Andrew Pleasants - Friday, January 17, 2014 8:48 AM | Last reply by Andrew Pleasants - Monday, February 17, 2014 4:14 PM -
0 Votes
CRM 4.0 converting a contact to a lead
You may also rename the 'opportunity' object to 'lead', so that it follows the logic you'd like to follow.Answered | 3 Replies | 6661 Views | Created by rubynow - Monday, August 30, 2010 6:23 PM | Last reply by Jakub (kuba) Skalbania - Monday, August 30, 2010 8:30 PM -
1 Votes
Cannot Qualify a Lead
You probably removed the Currency field from the lead form.Answered | 5 Replies | 2541 Views | Created by LMess - Thursday, February 7, 2013 4:11 AM | Last reply by LMess - Friday, February 15, 2013 10:52 PM -
0 Votes
Additional Entity on Lead Qualify Form
The Qualify Lead page cannot be modified.Answered | 1 Replies | 2263 Views | Created by Daren_Hawes - Tuesday, October 30, 2012 2:32 AM | Last reply by Sam - Inogic - Tuesday, October 30, 2012 3:02 AM -
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Convert Leads to Accounts without creating an Opportunity?
Hi SandLapper, You could give by using Security Roles with create none to Opportunity.Answered | 3 Replies | 1402 Views | Created by SandLapper - Sunday, March 31, 2013 11:58 PM | Last reply by SandLapper - Monday, April 1, 2013 5:25 PM -
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Error while qualifying a Lead in Microsoft Dynamics CRM 2011 UR12
Just heard that MS has revoked UR12.Answered | 5 Replies | 4525 Views | Created by Mohammad Yusuf Ansari - Thursday, December 20, 2012 9:26 AM | Last reply by Chandrakant Machhi - Wednesday, January 30, 2013 11:48 PM -
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Converting / qualifying leads to only contacts in polaris
You can have a look at this blog post by Gus Gonzalez which walks through a method for removing the newly created Opportunities if you don't wish to use them.Answered | 1 Replies | 1148 Views | Created by SirJay - Thursday, May 23, 2013 12:34 AM | Last reply by JLattimer - Thursday, May 23, 2013 2:09 AM -
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qualifying Lead
Goto Lead entity and click on relationship, there u find relationship where Source would be LEAD and destination would be Account 2.Answered | 5 Replies | 2362 Views | Created by Zeinab-AF - Monday, January 14, 2013 6:28 PM | Last reply by Zeinab-AF - Tuesday, January 15, 2013 10:08 AM -
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Qalifying leads to opportunities - activities not converting
Activities should be in the Closed Activities list when you have Opportunities set to "Regarding Entities".Answered | 2 Replies | 3244 Views | Created by DanielDrut - Monday, August 1, 2011 3:47 PM | Last reply by DanielDrut - Tuesday, August 2, 2011 10:57 AM -
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CRM2011- Need a Workflow to auto convert Leads to Opportunities
Create a workflow rule that starts when the lead record is assigned.Answered | 2 Replies | 3918 Views | Created by jimmfree - Tuesday, February 7, 2012 6:09 PM | Last reply by jimmfree - Tuesday, February 7, 2012 10:20 PM -
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4.0 - Convert Lead to Opportunity programatically
In this case the lead has to get the state qualified.Answered | 4 Replies | 7383 Views | Created by Mike McCoy - Wednesday, April 22, 2009 8:32 PM | Last reply by JuergenBeck - Thursday, April 23, 2009 9:01 AM -
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error msg.
clerici(Wed Jul 22 13:32:14 PDT 2009)> Each time I open IE8, I get an error msg.Answered | 1 Replies | 11481 Views | Created by david655 - Wednesday, July 22, 2009 5:46 PM | Last reply by swapnilp - Thursday, August 6, 2009 5:54 PM -
4 Votes
Lead Opportunity Conversion Ratio.
If this assumption cannot be made what you can do is create a 1:N from Opportunity to Lead i.e. going the other way, create a workflow to populate this lookup when the ...Answered | 4 Replies | 3791 Views | Created by kartik ghodasara - Thursday, May 31, 2012 12:14 PM | Last reply by Andrii Butenko - Thursday, May 31, 2012 2:41 PM -
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Microsoft CRM 2011 Lead notes to Opportunity
Does this still work for 2013?Answered | 10 Replies | 9452 Views | Created by Jarrett Coleman - Saturday, April 30, 2011 4:12 AM | Last reply by mardukes - Tuesday, June 10, 2014 5:00 PM -
1 Votes
Force Lead Conversion to Account + Contact + Opportunity
I also included a link to a post by Ronald Lemmen who always has very good advice on code development and extending CRM.Answered | 3 Replies | 7510 Views | Created by hfaun - Thursday, January 29, 2009 7:20 PM | Last reply by Donna Edwards - Monday, February 2, 2009 4:20 PM -
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Automate creation of new lead from won opportunity
I do agree to the concern you raise about not seeing the lead under customer records at all, but I think it is less important considering that I want the new lead ...Answered | 4 Replies | 2905 Views | Created by kv4t - Thursday, October 4, 2012 4:05 PM | Last reply by kv4t - Monday, October 8, 2012 7:14 AM -
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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 2011 Lead Connections and Lead Qualification question
I think in may cases, a relationship you define with a connection between a lead and something else probably doesn't apply any longer when it becomes an ...Answered | 1 Replies | 1504 Views | Created by FrkM - Wednesday, May 29, 2013 7:09 PM | Last reply by JLattimer - Wednesday, May 29, 2013 7:20 PM -
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In convert a Lead to an Opportunity -- Data in Lead comments which has more than 2000 character not flown to Opportunity- Throws error
Hi Rasheed, It's a system field which you can't change its MaxLength from CRM customisation interface, however, you could make change from the customisation.xml file.Answered | 3 Replies | 5127 Views | Created by rasheed93 - Tuesday, March 1, 2011 11:11 AM | Last reply by Janu_m - Tuesday, March 1, 2011 7:05 PM
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