- Download XrmServiceToolkit. Extract the zip file.
- Then you have to add the following script to crm webresources:
- jquery.js
- json.js
- XrmServiceToolkit.js
Save the following code as javascript file. Then add it to the webresources.
var requestMain = ""
xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
requestMain += " <request i:type=\"b:QualifyLeadRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">";
requestMain += " <a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>LeadId</c:key>";
requestMain += " <c:value i:type=\"a:EntityReference\">";
requestMain += " <a:Id>" + Xrm.Page.data.entity.getId() + "</a:Id>";
requestMain += " <a:LogicalName>lead</a:LogicalName>";
requestMain += " <a:Name i:nil=\"true\" />";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>CreateAccount</c:key>";
requestMain += " <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">true</c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>CreateContact</c:key>";
requestMain += " <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">true</c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>CreateOpportunity</c:key>";
requestMain += " <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">true</c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>Status</c:key>";
requestMain += " <c:value i:type=\"a:OptionSetValue\">";
requestMain += " <a:Value>3</a:Value>";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>OpportunityCurrencyId</c:key>";
requestMain += " <c:value i:type=\"a:EntityReference\">";
requestMain += " <a:Id>89c14850-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
requestMain += " <a:LogicalName>transactioncurrency</a:LogicalName>";
requestMain += " <a:Name i:nil=\"true\" />";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>OpportunityCustomerId</c:key>";
requestMain += " <c:value i:type=\"a:EntityReference\">";
requestMain += " <a:Id>e2d97648-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
requestMain += " <a:LogicalName>account</a:LogicalName>";
requestMain += " <a:Name i:nil=\"true\" />";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " <a:KeyValuePairOfstringanyType>";
requestMain += " <c:key>SourceCampaignId</c:key>";
requestMain += " <c:value i:type=\"a:EntityReference\">";
requestMain += " <a:Id>0ada7648-a5f3-e011-8606-1cc1dee89aa8</a:Id>";
requestMain += " <a:LogicalName>campaign</a:LogicalName>";
requestMain += " <a:Name i:nil=\"true\" />";
requestMain += " </c:value>";
requestMain += " </a:KeyValuePairOfstringanyType>";
requestMain += " </a:Parameters>";
requestMain += " <a:RequestId i:nil=\"true\" />";
requestMain += " <a:RequestName>QualifyLead</a:RequestName>";
requestMain += " </request>";
// requestMain += " </Execute>";
XrmServiceToolkit.Soap.Execute(requestMain);
}
function qualify() {
qualifyLeadRequest();
window.location.reload(true);
}
- Open VisualRibbonEditor Tool. Make a Connection with your CRM Server.
- Then Click Open. Entity Ribbon dialog will be Opened. There you have to select LEAD ribbon.
- Select ConverToLead button. After selected you need to click Action tab. Expand Javascript function.
- There you have to give a function name: qualify
- Library: /WebResources/new_filename
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