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dynamics-crm-onlinedynamics-crm-2015

Account Prevalidation Doesn't Trigger For Lead Qualification Event


I have a plugin that fires on Pre-Validation for Account that works fine in all instances I can find, except when a Lead is being qualified. It is creating the account, via the OOB process, but the Account's pre-validation event is not being triggered.

Is there some other way to capture this event? The Pre-Operation works, but I want to perform the work outside of the transaction, not inside...


Solution

  • This is probably not a bug but "undocumented" functionality.

    I'm fairly certain that the QualifyLeadRequest message handles the security check to create accounts, contacts, and opportunities so there is no need for a Pre-Val operation when creating the records - if the user didn't have permission to create the records the QualifyLeadRequest request would have failed.

    That said, even if it did fire the pre-val plugin you would still be in the transaction because the transaction starts before the QualifyLeadRequest pre-op and commits after the QualifyLeadRequest post-op (therfore, everything that happens between those - including creating the account - is in the transaction.)

    Thus, in this case there would be no difference between stage 10 (pre-validation) and stage 20 (pre-operation.)