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Sample Code – Capture / Record lead qualification date – Dynamics 365 / Dataverse - 365 Community

Sample Code – Capture / Record lead qualification date – Dynamics 365 / Dataverse

Recently we had a requirement to capture the date when a lead is qualified. Here we can create a new date time attribute to capture the lead qualification date and update this field either through workflow, flow, or plugin on lead qualification. Status Code = 3 (Qualified) We implemented a plugin on PreOperation – Update … Continue reading “Sample Code – Capture / Record lead qualification…

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Sample Code – Capture / Record lead qualification date – Dynamics 365 / Dataverse

Recently we had a requirement to capture the date when a lead is qualified. Here we can create a new date time attribute to capture the lead qualification date and update this field either through workflow, flow, or plugin on lead qualification. Status Code = 3 (Qualified) We implemented a plugin on PreOperation – Update…

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Author: Nishant Rana

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