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How to copy Notes and Activities while converting Contact to Lead in Microsoft Dynamics CRM 2011

I have a requirement to copy all Notes and Activities while converting Lead to Contact and vice versa.

When I Qualifying Lead to Contact I use my custom plugin which is triggered by QualifyLead event. There is no out of the box solution to convert Contact to Lead so I use my custom on-demand dialog. But this dialog unable to run my custom plugin (which will copy Notes and Activities from Contact to Lead).

Please help me to find a way to copy all this stuff from Contact to Lead.

Solution

  • You can create a Custom Workflow Activity with the code of your custom plugin and uses as step inside your on-demand dialog.

    You can start from here:

    http://msdn.microsoft.com/en-us/library/gg328515.aspx