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 |
---|---|
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 |
The currency to use for the generated opportunity. |
|||
OpportunityCustomerId |
The account or contact that is associated with the opportunity. |
|||
SourceCampaignId |
The source campaign that is associated with the opportunity. |
|||
Status |
Edm.Int32 |
false |
The status of the lead. |
|
ProcessInstanceId |
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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