Change a Lead in Dynamics CRM

To change a lead to an account, contact, or opportunity in Dynamics CRM, do the procedure in this topic.

Convert Lead Configuration Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Dynamics CRM Dynamics CRM icon tab.
      2. On the Dynamics CRM Dynamics CRM icon tab, drag the Convert Lead (Dynamics CRM) Convert Lead icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Convert Lead Configuration screen, click Convert Lead Convert Lead icon.

Procedure

  1. On the Convert Lead Configuration screen, in the Dynamics CRM field, select your Dynamics CRM access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Microsoft Dynamics CRM.

  2. To connect the request data from your schema to the source system, complete this field as necessary:
    Field Name Definition

    Request Mapping

    Function:
    Connects the Dynamics CRM API request parameter to your schema. This is mandatory only if the request passes data from the process schema to parameters in the Dynamics CRM API.
    To Open this Field:
    1. On the Convert Lead Configuration screen, click the Request tab.
    Accepted Values:
    Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

    Use this screen to connect the request to the data model for your process.

    Default Value:
    None
  3. To connect response data from the web service call to your process, do one of these.
    • To connect the response to your process schema, complete this field as necessary:
      Field Name Definition

      Map Response to AgilePoint Schema

      Function:
      Specifies the connection from the Dynamics CRM API response parameter to your schema.
      To Open this Field:
      1. On the Convert Lead Configuration window, click the Response tab.
      Accepted Values:
      Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

      Use this screen to connect the response to the data model for your process.

    • To connect the response to a process data variable, complete this field as necessary:
      Field Name Definition

      Store the Response in Custom Attribute

      Function:
      Specifies the variable that contains the account ID, contact ID, and opportunity ID.
      To Open this Field:
      1. On the Convert Lead Configuration window, click the Response tab.
      Accepted Values:
      A process data variable that accepts an alphanumeric string with no spaces.
      The data returns in this format:
      • [account ID];[contact ID];[opportunity ID]
      Default Value:
      None
      Accepts Process Data Variables:
      Yes
      Limitations:

      The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

  4. To change the owner for the lead, complete this field as necessary:
    Field Name Definition

    Record Ownership

    Function:
    Specifies the owner of the entity.
    To Open this Field:
    1. Click the Record Ownership tab.
    Accepted Values:
    Default Value:
    Service Account used in Access Token

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