Microsoft Dynamics CRM 2011 Scripting Cookbook by Microsoft Dynamics Crm 2011 Scripting Cookbook 2013

Author:Microsoft Dynamics Crm 2011 Scripting Cookbook 2013
Language: eng
Format: epub
Publisher: Packt Publishing

Note

If you want to create only a contact from a Lead, you can skip steps 6 and 7.

Lastly, create a new stage to finalize our process. In this stage we will create the opportunity, mark Lead as Qualified, and add a Stop Dialog step. It should all look like the following screenshot:

Save and activate this process. If any errors are returned, fix those errors and activate again.

Create a new Lead and run this dialog manually. Eventually, you can create a ribbon button to start this process, but we will demonstrate that in another chapter.

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