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Power Platform Community / Forums / Power Apps / Plugin code for qualif...
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Plugin code for qualify lead

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Posted on by 146

Hello Experts,

Scenario - I'm trying to qualify lead when there is any phone call activity is present in the timeline.

 

code-

if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{

Entity entity = (Entity)context.InputParameters["Target"];

if (context.MessageName.ToUpper() == "QUALIFYLEAD")

{
EntityReference regardingobjectid = null;

{
string fetch = @"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true' no-lock='false'>
<entity name='phonecall'>
<attribute name='subject'/>
<attribute name='regardingobjectid'/>
<attribute name='activityid'/><attribute name='to'/><attribute name='prioritycode'/><attribute name='scheduledend'/><attribute name='phonenumber'/>
<order attribute='scheduledend' descending='false'/><filter type='and'>
<condition attribute='regardingobjectid' operator='eq' value='" + entity.LogicalName + @"' uiname='' uitype='lead'/>
</filter></entity></fetch>";


EntityCollection testing = service.RetrieveMultiple(new FetchExpression(fetch));

if (testing.Entities.Count > 0)
{
foreach (var e in testing.Entities)
{
Guid activityid;

if (e.Attributes.Contains("activityid"))
{
activityid = (Guid)e["activityid"];
}
if (entity.Attributes.Contains("regardingobjectid") && entity.Attributes["regardingobjectid"] != null)
{

regardingobjectid = (EntityReference)entity.Attributes["regardingobjectid"];
}

bhavanadesale__0-1669020920168.png

I'm stuck in this code. Please help me.

I have the same question (0)
  • Gowri Halan Profile Picture
    262 on at

    @bhavanadesale_ Hi, What is your trigger condition. is it whenever activity record (phone call) created?

  • bhavanadesale_ Profile Picture
    146 on at

    @gowrihalan04 , Yes.

    If there is any phone call activity is open than only lead will qualify otherwise it will show "phone call activity count is 0".

     

  • Gowri Halan Profile Picture
    262 on at

    @bhavanadesale_  then register plugin on create of activity entity (phone call) check if regarding object type is lead. if it is, then check the lead status. if it is not qualified, you need to qualify lead within code. see below example.

     

    https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/sample-qualify-lead?view=op-9-1 

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