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Transfer lead notes to the opportunity upon qualification in V9

  • 1.  Transfer lead notes to the opportunity upon qualification in V9

    TOP CONTRIBUTOR
    Posted Dec 07, 2018 04:29 PM
    Hello,

    It has been confirmed that notes that are added to leads do not transfer to the newly created opportunity records, after qualification. Some posts have been reviewed that stated this functionality can only be added via customization, but the last posts seen were submitted approximately two years ago. Does anyone know if Dynamics CRM v9 is supposed to allow this functionality out of the box? If not, what solutions or customization should be applied to allow notes to transfer to the new opportunity record after being qualified in version 9? Any feedback provided is appreciated.

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    Anthony Parks
    CRM Analyst
    Comfort Systems USA
    Indianapolis IN
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  • 2.  RE: Transfer lead notes to the opportunity upon qualification in V9

    TOP CONTRIBUTOR
    Posted Dec 10, 2018 10:01 AM
    I ran into this a couple of months ago as a support case from our staff. People here swear up and down that prior to v9, the Notes records transferred. Microsoft Support repeatedly assured me that never was the case, and people were misinterpreting what they were seeing in certain views. While it LOOKED like the Notes were moving, they weren't really.

    Given my experience level with Dynamics (~1 year), I had no reason to doubt them, but now that I see this post, I'm feeling a bit salty. It increasingly feels like the tier 1 support is more interested in giving me answers to close the case rather than legitimately answering the questions.

    Is there any chance that you're in the same spot I am - that they never transferred, and we were all just really misunderstanding the data structure?

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    Peter Gulka
    National Director, Information Solutions & Data Analytics
    Big Brothers Big Sisters of Canada
    Burlington ON
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  • 3.  RE: Transfer lead notes to the opportunity upon qualification in V9

    Posted Dec 10, 2018 04:12 PM
    Hi Anthony,

    I have not found a way to do this out of the box. You will need to create a custom plugin. ​

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    Joseph Melillo
    CRM Specialist
    Oakmont Capital Services, LLC
    West Chester PA
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  • 4.  RE: Transfer lead notes to the opportunity upon qualification in V9

    GOLD CONTRIBUTOR
    Posted Dec 11, 2018 09:06 AM

    This has always been a frustrating feature of the application, but yes notes do not transfer when the lead is qualified.

    You can write code to do this but I might use it as an opportunity to become introduced to a great ISV solution from North52 Business Process Activities. They have a free version of their solution that will support this customization without writing code. Warning: it may also introduce you to other powerful capabilities that might entice you to subscribe!

    The process you're trying to create is laid out in an example they even publish in their KB. It's XRM Formula #142.

    ​If you try this direction, good luck!

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    Mike Springer
    Dynamics 365 Senior Consultant
    PSC Group, LLC
    Overland Park KS
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  • 5.  RE: Transfer lead notes to the opportunity upon qualification in V9

    TOP CONTRIBUTOR
    Posted Dec 13, 2018 12:41 PM
    Edited by Jerry Weinstock Dec 13, 2018 12:42 PM
    Microsoft Flow comes to the rescue!

    https://www.crminnovation.com/blog/use-microsoft-flow-to-copy-a-qualified-leads-notes-to-the-new-opportunity/


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    Jerry Weinstock
    Business Technology Strategist, MVP
    CRM Innovation
    Lenexa KS
    https://mvp.microsoft.com/en-us/PublicProfile/4029113?fullName=Jerry%20%20Weinstock
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  • 6.  RE: Transfer lead notes to the opportunity upon qualification in V9

    TOP CONTRIBUTOR
    Posted Dec 13, 2018 09:31 PM
    Hi All

    Jerry's use of Flow is a great example of how older problems can be resolved using modern technology.

    For reference, here is a blog I wrote in 2013 where I resolved the same issue with JavaScript and HTML, I essentially embedded the Lead notes in an Iframe on the Opportunity.  This still likely works but the blog solution is based on CRM 2011 so may need to be tweaked.  Just as another option.

    Viewing Lead notes in related Accounts, Opportunities and Contacts
    Readybms remove preview
    Viewing Lead notes in related Accounts, Opportunities and Contacts
    Anyone who has implemented Microsoft Dynamics CRM sales functionality has sooner or later run into a desperate call from a client who says the notes they added when a prospect was in a "Lead" stage no longer appears now that the "Lead" has been converted to an "Opportunity".
    View this on Readybms >


    Cheers
    Nick



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    Nick Doelman
    Microsoft MVP
    Ottawa ON
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