Convert Lead (MS Dynamics 365) activity

An activity that changes a lead to an account, contact, or opportunity.


Convert Lead activity

Configure the Convert Lead activity

To configure the Convert Lead activity, do the procedure in this topic.

Examples

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the MS Dynamics 365 tab.

    Open MS Dynamics 365 tab
  3. On the MS Dynamics 365 tab, drag the Convert Lead activity onto your process.

    Drag Convert Lead activity

General Configuration

Specifies the basic settings for the Convert Lead activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field NameDefinition

Display Name
Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Connection Timeout (Seconds)
Description:
Specifies the number of seconds permitted to complete an action before the connection stops.
Allowed Values:
An integer.

Represents:

  • A number of seconds
Default Value:
600
Accepts Variables:
No

Convert Lead Configuration

Configures how to change a lead to an account, contact, or opportunity.

Figure: Convert Lead Configuration screen

Convert Lead Configuration screen

Fields

Field NameDefinition

MS Dynamics 365
Description:
Specifies the access token that connects to your Microsoft Dynamics 365 application.
Allowed Values:
A list of access tokens configured for your environment.
Default Value:
None
Example:
Refer to:

Create Add Token icon
Opens this Screen:
Access Token for Microsoft Dynamics 365
Function of this Screen:
Configure an access token to connect to Microsoft Dynamics 365.
Example:
Refer to:

Entity Name
Description:
Specifies the name for your entity.
Allowed Values:
Read only.
Default Value:
Leads
Accepts Variables:
No

Create Account
Description:
Specifies if an account is necessary for the lead.
Allowed Values:
  • Selected - Creates an Account for the Lead.
  • Deselected - Doesn't create an Account for the Lead.
Default Value:
Selected
Accepts Variables:
No

Create Opportunity
Description:
Specifies to create an opportunity for your lead.
Allowed Values:
  • Selected - Creates an opportunity for your lead.
  • Deselected - Does not create an opportunity for your lead.
Default Value:
Deselected
Accepts Variables:
No

Create Contact
Description:
Specifies to create a contact for the lead.
Allowed Values:
  • Selected - Creates a contact for the lead.
  • Deselected - Does not create a contact for the lead.
Default Value:
Selected
Accepts Variables:
No

Request Mapping
Description:
Connects the Microsoft Dynamics 365 API request parameter to your process schema. This is mandatory only if the request passes data from the process schema to parameters in the Dynamics 365 API.
To Open this Field:
  1. On the Convert Lead Configuration screen, click the Request tab.
Allowed 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
Example:
Refer to:

Map Response to Application Schema
Description:
Specifies the connection from the Microsoft Dynamics 365 API response parameter to your process schema.
To Open this Field:
  1. On the Convert Lead Configuration window, click the Response tab.
Allowed Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper screen.

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

Example:
Refer to:

Store Response in This Variable
Description:
Specifies the variables that store the account ID, contact ID, and opportunity ID.
To Open this Field:
  1. On the Convert Lead Configuration window, click the Response tab.
Allowed 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 Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

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