QualifyLead Action

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Qualifies a lead and create account, contact, and opportunity records that are linked to the originating lead record.

This Web API action corresponds to the organization service QualifyLeadRequest.

Bound Entities

Bound actions are invoked by appending the action name to the URI representing an entity or collection.

EntityType	Binding Type
lead EntityType	entity

Parameters allow for data to be passed to the action.

Name	Type	Nullable	Description
CreateAccount	Edm.Boolean	false	Indicates whether to create an account from the originating lead.
CreateContact	Edm.Boolean	false	Indicates whether to create a contact from the originating lead.
CreateOpportunity	Edm.Boolean	false	Indicates whether to create an opportunity from the originating lead.
OpportunityCurrencyId	transactioncurrency EntityType		The currency to use for the generated opportunity.
OpportunityCustomerId	crmbaseentity EntityType		The account or contact that is associated with the opportunity.
SourceCampaignId	campaign EntityType		The source campaign that is associated with the opportunity.
Status	Edm.Int32	false	The status of the lead.
ProcessInstanceId	crmbaseentity EntityType		The business process flow instance running for the Lead record that should be set for the Opportunity record, which is created on qualifying the Lead record.

The QualifyLead action returns the following value.

Type	Nullable	Description
Collection(crmbaseentity EntityType)	false	Contains the response from the QualifyLead Action