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QualifyLead Action

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Qualifies a lead and create account, contact, and opportunity records that are linked to the originating lead record.

This Web API action corresponds to the organization service QualifyLeadRequest.

Bound Entities

Bound actions are invoked by appending the action name to the URI representing an entity or collection.

EntityType

Binding Type

lead EntityType

entity

Parameters

Parameters allow for data to be passed to the action.

Name

Type

Nullable

Unicode

Description

CreateAccount

Edm.Boolean

false

Indicates whether to create an account from the originating lead.

CreateContact

Edm.Boolean

false

Indicates whether to create a contact from the originating lead.

CreateOpportunity

Edm.Boolean

false

Indicates whether to create an opportunity from the originating lead.

OpportunityCurrencyId

transactioncurrency EntityType

The currency to use for the generated opportunity.

OpportunityCustomerId

crmbaseentity EntityType

The account or contact that is associated with the opportunity.

SourceCampaignId

campaign EntityType

The source campaign that is associated with the opportunity.

Status

Edm.Int32

false

The status of the lead.

ProcessInstanceId

crmbaseentity EntityType

The business process flow instance running for the Lead record that should be set for the Opportunity record, which is created on qualifying the Lead record.

Return Type

The QualifyLead action returns the following value.

Type

Nullable

Description

Collection(crmbaseentity EntityType)

false

Contains the response from the QualifyLead Action

See Also

Model business process flows
Use Web API actions
Web API EntityType Reference
Web API Function Reference
Web API Query Function Reference
Web API EnumType Reference
Web API ComplexType Reference
Web API Metadata EntityType Reference

Microsoft Dynamics 365

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