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Showing posts from January, 2016

Modify Lead Qualification process in Dynamics CRM using C#: How to prevent Opportunity/ Account Creation and Refresh Lead Page On Lead Qualify

One condition on Lead Qualify could be like: If we don't want to create Opportunit/ Account or Contact on Lead Qualification that heppens by default. So for this secnario Below is the code which is required to stop creation of Opportunity/ Account on Qualifying Lead.

Note: Register Plugin on "QualifyLead" message and Pre-Operation

public void Execute(IServiceProvider serviceProvider)  
     {
       AvoidOpportunityCreationOnLeadQualify(serviceProvider);
     }

     private void AvoidOpportunityCreationOnLeadQualify(IServiceProvider serviceProvider)
     {
       IPluginExecutionContext contextPlugin = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
       IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
       IOrganizationService serviceDefaultUser = factory.CreateOrganizationService(contextPlugin.UserId);

       OptionSetValue osvStateCode …
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