Overview
Data flow destination to qualify a lead and create account, contact, and opportunity records that are linked to the originating lead record.
Setup
The script has the following parameters:
- CrmConnection - selects Dynamics CRM Connection.
- CreateAccount - map to input column containing value whether to create an account from the originating lead (Mappings Tab).
- CreateContact - map to input column containing value whether to create a contact from the originating lead (Mappings Tab).
- CreateOpportunity - map to input column containing value whether to create an opportunity from the originating lead (Mappings Tab).
- LeadId - map to input column containing lead record identifier to be qualified (Mappings Tab).
- OpportunityCurrencyId - map to input column containing currency identifier to use for this opportunity (Mappings Tab).
- OpportunityCustomerId - map to input column containing account or contact identifier that is associated with the opportunity (Mappings Tab).
- SourceCampaignId - map to input column containing source campaign identifier that is associated with the opportunity (Mappings Tab).
- Status - map to input column containing the status of the lead (Mappings Tab).
Configuration
To use this script, you would need to load it in COZYROC JavaScript Component. If you are using COZYROC SSIS+ 2.0 or later, after selecting the corresponding script type and opening the component editor, you can select the script from a dropdown list with the pre-built scripts. For COZYROC SSIS+ 1.9, you can download the JavaScript file and browse to it via the "Import JavaScript code" button.
Dynamics_CRM_Qualify_Lead_Destination.jsKnowledge Base
Related documentation
COZYROC SSIS+ Components Suite is free for testing in your development environment.
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