Customer Engagement & Dynamics CRM Forum

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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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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Original Message:
Sent: 12-07-2018 04:28 PM
From: Anthony Parks
Subject: Transfer lead notes to the opportunity upon qualification in V9

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.

------------------------------
Anthony Parks
CRM Analyst
Comfort Systems USA
Indianapolis IN
------------------------------

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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Original Message:
Sent: 12-07-2018 04:28 PM
From: Anthony Parks
Subject: Transfer lead notes to the opportunity upon qualification in V9

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.

------------------------------
Anthony Parks
CRM Analyst
Comfort Systems USA
Indianapolis IN
------------------------------

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
------------------------------

Original Message:
Sent: 12-07-2018 04:28 PM
From: Anthony Parks
Subject: Transfer lead notes to the opportunity upon qualification in V9

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.

------------------------------
Anthony Parks
CRM Analyst
Comfort Systems USA
Indianapolis IN
------------------------------

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
------------------------------

Original Message:
Sent: 12-07-2018 04:28 PM
From: Anthony Parks
Subject: Transfer lead notes to the opportunity upon qualification in V9

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.

------------------------------
Anthony Parks
CRM Analyst
Comfort Systems USA
Indianapolis IN
------------------------------

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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Original Message:
Sent: 12-07-2018 04:28 PM
From: Anthony Parks
Subject: Transfer lead notes to the opportunity upon qualification in V9

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.

------------------------------
Anthony Parks
CRM Analyst
Comfort Systems USA
Indianapolis IN
------------------------------