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

Sending
User Review
0 (0 votes)

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 date – Dynamics 365 / Dataverse”