cancel
Showing results for 
Search instead for 
Did you mean: 

Dynamics 365 Copy a Qualified Lead's Notes to a New Opportunity

The qualification or disqualification of a Lead in Dynamics 365 is a human triggered event that kicks off a predefined process. That process will convert the Lead to a new Contact and Account record and also create an Opportunity that is associated with the Contact and Account. There will also be a link back to the originating lead in the Opportunity record.

 

But what happens to important pieces of information that were recorded in the CRM user's conversations with the Lead? Absolutely nothing! They stay with the Lead record and remain several clicks away from the Opportunity record and are basically out of sight and out of mind.

 

I started thinking about how to solve this challenge with Microsoft Flow after seeing a post on the CRMUG Community support forum.

 

This is what I have come up with as one approach to copy the Notes and attachments to the Opportunity record automatically. You could also approach it differently by changing the regarding on the Notes from the Lead record to the new Opportunity record. Modify it to fit the way your company wants it to work.

 

Here is a big picture of what the Flow looks like. (if it looks a little scrunched on your screen, click on it to get a bigger view):

Copy a Lead's Notes to an Opportunity

 

Let's break down each step in the Flow:

 

Step 1 - Listen for the creation of a new Opportunity and then get all the field data from the Opportunity record. We will need some of that info in later steps.Get New Opportunity Record

 

Step 2 - Check to see if the Opportunity was created as a result of the Automated Lead Qualification workflow. We do this by checking to see if the attribute field on the Opportunity record has any data in the Originating Lead Lookup field (look for this in the Marketing section of the Opportunity form)Did the Opportunity originate from a Lead

 

Step 3 - If it resolves to False, it means the lookup field is not empty, ie it came from a Lead, so then go down the Yes path. If it didn't come from a Lead conversion we don't need to do anything so we don't need any steps for the No result.Did the Opportunity come from a Lead

 

Step 4 - Now lets get all the Notes for the Lead record and then loop through them using the Apply to Each function to make a Copy of the Lead Note to a New Note along with the attachment, if any. And set the regarding to the new Opportunity.Duplicate the Notes

There you go. The takeaway is the List and Apply to Each Actions in Microsoft Flow is the greatest thing to happen for us in the Dynamics 365 world.

Comments

Hi,

 

This looks interesting and I tried to replicate on my environment to make my Marketing team happier.

Interestingly, I am unable to use the Common Data steps (the magenta icons). I copied the steps as closely as possible using the equivalent Dynamics 365 actions (get record, list record, etc.).

 

My version of your flow works as far as the step where we grab all the notes from the relevant Lead. In my case, rather than copying only the notes from that one parent record, it copies all the notes from all leads. Since I am admin on this test environment, it copies a lot of notes Smiley Happy

 

Did you apply any filter (ODATA?) on that Step 4? Can you help out?

 

Thanks,

 

NLima

NLima, Take a closer look at Step 3, where it uses the Lead lookup from the Opportunity record. That is how the filtering is done. It goes to the Lead record that generated the Opportunity.
Meet Our Blog Authors
  • Co-founder of https://plumsail.com, Office 365 and SharePoint expert. Passionate about design and development of easy to use, convenient and flexible products.
  • Microsoft Business Apps MVP. Owner of ThriveFast, an Office 365 consulting company.
  • 7x Microsoft Business Solutions MVP (CRM)
  • Solution Architect with Slalom, and organizer of the Boston Office 365 User Group, and long term SharePoint/Office 365 veteren. Find more at http://www.davidlozzi.com. Follow @DavidLozzi
  • I'm keen in MS technologies, SharePoint, Office 365 and development for them
  • Daniel is a Business Productivity Consultant & Microsoft Business Solutions MVP who is very enthusiastic about all things Office 365, Microsoft Flow, PowerApps, Azure & SharePoint (Online). Since the preview, Daniel has been working with Microsoft Flow and later on with Microsoft PowerApps. That led to him being awarded an MVP Award for Business Solutions. He loves to blog, present and evangelize about improving productivity in the modern workspace with these amazing tools!
  • Michelle is an Office 365 solution architect in Twin Cities, MN. She has been delivering business collaboration solutions for years with her focus on SharePoint and Office 365. Michelle is a recent board member of the Minnesota Office 365 User Group and has been a member of the SharePoint community since 2009. She is a frequent speaker at MNSPUG and SharePoint Saturday and co-chaired the Legal SharePoint User Group for 4 years. Her most frequent projects have involved rolling out a large deployment of Office 365, SharePoint Online intranet, build of a "CHAMPS" Office 365 user adoption program and most recently, SharePoint On-Premise to Online Migration. Michelle is very excited about cloud technology as it is shifting her IT Pro focus to collaboration strategy and technical adoption.
  • I'm a Microsoft Office Servers and Services MVP with a special interest in SharePoint, Office 365, Microsoft Flow, Microsoft Teams and PowerApps. I work at Triad Group Plc ( https://triad.co.uk)
>