Lead Qualify by java script in dynamics crm 365
function qualifyLead(formContext) {
formContext.ui.setFormNotification("Qualifying lead...", "INFO", "qualifyNotification");
var leadRef = formContext.data.entity.getEntityReference();
var actionRequest = {
entity: leadRef,
CreateAccount: true,
CreateContact: true,
CreateOpportunity: true, // Set this to true to create an opportunity
OpportunityCurrencyId: leadRef.transactioncurrencyid, // Use the currency from the lead
OpportunityCustomerId: null,
SourceCampaignId: null,
Status: 3,
ProcessInstanceId: null
};
Xrm.WebApi.online.executeAction("QualifyLead", actionRequest).then(
function (response) {
if (response.ok) {
var accountId = "";
var opportunityId = "";
response.json().value.forEach(function (record) {
if ("accountid" in record) {
accountId = record.accountid;
}
if ("opportunityid" in record) {
opportunityId = record.opportunityid;
}
});
if (accountId !== "") {
formContext.ui.clearFormNotification("qualifyNotification");
formContext.getNavigation().openForm({ entityName: "account", entityId: accountId });
}
if (opportunityId !== "") {
formContext.getNavigation().openForm({ entityName: "opportunity", entityId: opportunityId });
}
}
},
function (error) {
formContext.ui.setFormNotification(error.message, "ERROR", "qualifyNotification");
}
);
}
// call this function on specific condition .
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