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0 VotesIn convert a Lead to an Opportunity -- Data in Lead comments which has more than 2000 character not flown to Opportunity- Throws error
What you need to do is: export the lead and opportunity entity as a xml file, open the field, search "description", you may find it's ...Answered | 3 Replies | 5125 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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0 Votes
Get GUID from Activity when Converted to Opportunity
When you create an opportunity from a Task, the Regarding Object on the Task, becomes the new Opportunity.Answered | 3 Replies | 2071 Views | Created by DarinBrowne - Wednesday, December 5, 2012 5:28 PM | Last reply by JLattimer - Wednesday, December 5, 2012 6:44 PM -
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Lead topic is not copies to opportunity
Hi, I do not know what exactly your workflow does, but the built in logic of CRM sets a mapping on the lead to map some of the fields from lead to ...Answered | 1 Replies | 1323 Views | Created by Milan Beles - Monday, May 20, 2013 8:16 AM | Last reply by Payman Biukaghazadeh - Monday, May 20, 2013 8:48 AM -
1 Votes
Microsoft Dynamics CRM Online - Lead and Opportunities
Import them into Leads.Answered | 3 Replies | 4983 Views | Created by Lokesh S - Wednesday, June 15, 2011 12:11 PM | Last reply by Jerry Weinstock - CRM Innovation - Tuesday, June 21, 2011 1:43 PM -
1 Votes
CRM 2011: How to Populate Opportunity with the Contact created from Lead
I'm not sure how to re-activate the lead from the workflow.Answered | 7 Replies | 4815 Views | Created by Michael Karls - Wednesday, August 10, 2011 7:17 PM | Last reply by Rob Boyers - Thursday, August 11, 2011 11:21 AM -
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Problem converting campaign response from lead to contact, account and opportunity
I was getting a "Generic SQL Error" when converting leads to accounts.Answered | 8 Replies | 13770 Views | Created by Strimmelpinne - Thursday, June 16, 2011 7:59 AM | Last reply by Ravikumar Chinnaswamy - Friday, April 13, 2012 10:26 AM -
1 Votes
Force Lead Conversion to Account + Contact + Opportunity
You are going to need to extend the application as modifications to the Convert function are not available through 'standard' customization.Answered | 3 Replies | 7497 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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Search Accross Leads/Opportunities/Accounts
I guess one challange might be that there are different types or records, i.e. accounts, leads, and opportunities.Answered | 3 Replies | 7096 Views | Created by hfaun - Thursday, July 23, 2009 2:48 PM | Last reply by Donna Edwards - Thursday, July 23, 2009 7:43 PM -
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Automate creation of new lead from won opportunity
What you can do is create a new Activity ex.Answered | 4 Replies | 2878 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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Change opportunity customer lookup to Contact on conversion of Lead.
You could establish a Workflow that triggers on the creation of a new Opportunity.Answered | 2 Replies | 4651 Views | Created by Faisal Fiaz - Tuesday, July 27, 2010 4:02 PM | Last reply by Faisal Fiaz - Wednesday, July 28, 2010 11:03 AM -
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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 | 6649 Views | Created by rubynow - Monday, August 30, 2010 6:23 PM | Last reply by Jakub (kuba) Skalbania - Monday, August 30, 2010 8:30 PM -
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opportunity Onload Error when converting lead to opportunity
Hi new_customattribute is used to select the product. when the product choosen, A tab will be visible(inline) & innertext of the tab wil get changed according to the ...Answered | 10 Replies | 5545 Views | Created by Saraswathy Kumaravelu - Thursday, August 26, 2010 8:17 AM | Last reply by Saraswathy Kumaravelu - Tuesday, August 31, 2010 8:00 AM -
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Need help about convert account to opportunity in CRM4.0
We never convert an account to opportunity.Answered | 3 Replies | 6128 Views | Created by MSCRM Desire Support - Thursday, November 18, 2010 4:14 PM | Last reply by Leon Tribe - Saturday, November 20, 2010 9:14 PM -
1 Votes
Open only Opportunity window on Lead Qualify
Alternatively you could attempt to hack the following page in CRM [http://[yourcrm]/SFA/Leads/Dialogs/conv_lead.aspx] to make the dialogue only call script to open the Opportunity as ...Answered | 6 Replies | 4825 Views | Created by Vallala - Tuesday, June 7, 2011 7:02 AM | Last reply by P McQ - Tuesday, June 7, 2011 10:33 AM -
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Leads: Where do related activities (open and closed) resolve to when Qualifying to Opportunity/Contact?
When you open up the opporunity record created by the convert lead, and then go to the associated Activities or Closed Activities it should show up with Filter set ...Answered | 4 Replies | 6374 Views | Created by ATS2011-Anya - Tuesday, March 15, 2011 9:47 PM | Last reply by Boudewijn Snoeren - Wednesday, July 13, 2011 6:36 PM -
3 Votes
How to follow a Lead all the way through to a closed Opportunity
Next question, this all works fine if I convert the Lead to a Contact, Account and Opportunity all at once from the Lead record.Answered | 7 Replies | 3681 Views | Created by Dave Courtney - Tuesday, October 4, 2011 4:30 PM | Last reply by Dave Courtney - Tuesday, October 4, 2011 8:57 PM -
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Qualify options in Convert Lead button
Would it be possible to remove create rights on Account and Opportunities for users that are converting Leads?Answered | 5 Replies | 6893 Views | Created by SPCRMCnst - Thursday, May 14, 2009 7:27 PM | Last reply by SPCRMCnst - Monday, May 18, 2009 2:52 PM -
0 Votes
4.0 - Get Lead Id, other attributes for use in plug-in code that converts lead to opportunity
I want to convert a lead to an opportunity programmatically.Answered | 2 Replies | 5895 Views | Created by Mike McCoy - Monday, April 27, 2009 4:16 PM | Last reply by DMCRM - Fronk - Tuesday, May 5, 2009 3:22 PM -
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Access the relation between campaign activity and the created activity after converted to opportunity?
PhoneCall Activity Id) to get the Campaign Acitivity Id or can search the table by the CreatingObjectId (Campaign Activity Id) so either by Acitvity ...Answered | 7 Replies | 3863 Views | Created by Mahmoud Samir Ahmed - Sunday, July 31, 2011 5:24 PM | Last reply by Jehanzeb.Javeed - Monday, August 1, 2011 10:58 AM -
7 Votes
CRM 2011 Convert Lead
Hi Priya, I used your code in a solution where I have a custom workflow activity.Answered | 25 Replies | 13460 Views | Created by MSCRM Desire Support - Tuesday, February 28, 2012 6:41 AM | Last reply by Rawler - Monday, March 17, 2014 3:49 PM
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