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LeadMultiContacts

Normally CRM Dynamics 365 does not have the ability for users to assign more than one Contact to a Lead. Even if you do use a subgrid related to the Contacts entity, you still do not have a way to migrate all the contacts to a Account once you qualify a Lead.

Something about the way Microsoft envisions how people should use the Lead entity vs you the consumner...

I believe there are solutions sold online that create this very same functionality, but if you have the know-how how to implement this plugin and maintain it, then go right ahead and use this.

Prerequisites

This plugin requires the following things setup in your CRM Dynamics environment

  • A Subgrid in your Leads Entity that has a relationship with the Contacts Entity, you must be able to create new contacts through that subgrid of course
  • In your Contacts entity, the field "Original Lead" (sorry, I do not know the actual english field name for this, I use the dutch version of CRM Dynamics) must be unused. This is because once you create a new contact through the Lead entity subgrid, this field will be automatically populated. If you already use this field for other reasons, find a way to create a new field and populate that one with the Lead record on new contact creation.
  • In your Accounts entity, the field "Original Lead" must be unused. If you use this for other reasons as well, find a another way to create a field and populate that with the lead entity on qualification.

What does this plugin do exactly?

This plugin triggers on the Create event in the Accounts entity. The reason is simple, when you qualify a Lead, it CREATES a new account and everything gets fired off like the one-to-many relationship that migrates fields in Leads to Accounts. That is the perfect point to start migrating the contacts as well.

Step by step, it then does the following:

  • Get the GUID of the newly created Account
  • Check if the "Original Lead" Field is populated, if yes get the GUID, if not do nothing
  • RetrieveMultiple in the Contacts entity for any contacts with the same GUID filled in the "Original Lead" field
  • For each of the contacts found populate the parentaccountid field with the GUID of the newly created account in Contacts

Upon opening the Account, you'll see that the Contacts subgrid will be populated with the same contacts created in the Leads entity

About

CRM Dynamics 365 Plugin that makes it possible to have multiple contacts related to a lead assigned to the Account on qualification.

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, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Add copy buttons to all
 blocks\n(function() {\n function addCopyButtons() {\n document.querySelectorAll('pre code').forEach(function(codeBlock) {\n if (codeBlock.parentElement.hasAttribute('data-copy-added')) return;\n codeBlock.parentElement.setAttribute('data-copy-added', 'true');\n \n var btn = document.createElement('button');\n btn.textContent = 'Copy';\n btn.style.cssText = 'position:absolute;top:4px;right:4px;padding:2px 8px;font-size:11px;background:#4ecdc4;border:none;border-radius:4px;color:#1a1a2e;cursor:pointer;opacity:0.7;transition:opacity 0.2s;';\n btn.onmouseover = function() { this.style.opacity = '1'; };\n btn.onmouseout = function() { this.style.opacity = '0.7'; };\n btn.onclick = function() {\n navigator.clipboard.writeText(codeBlock.textContent).then(function() {\n btn.textContent = 'Copied!';\n setTimeout(function() { btn.textContent = 'Copy'; }, 1500);\n });\n };\n codeBlock.parentElement.style.position = 'relative';\n codeBlock.parentElement.appendChild(btn);\n });\n }\n \n addCopyButtons();\n \n // Re-run on dynamic content\n var observer = new MutationObserver(addCopyButtons);\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Add Copy Buttons to Code Blocks");
}
} catch(__e) { console.warn('[Userscript:Add Copy Buttons to Code Blocks]', __e); }
})();
(function(){
try {
var __m = "github.com";
var __re = new RegExp('^' + "github\\.com" + '
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LeadMultiContacts

Normally CRM Dynamics 365 does not have the ability for users to assign more than one Contact to a Lead. Even if you do use a subgrid related to the Contacts entity, you still do not have a way to migrate all the contacts to a Account once you qualify a Lead.

Something about the way Microsoft envisions how people should use the Lead entity vs you the consumner...

I believe there are solutions sold online that create this very same functionality, but if you have the know-how how to implement this plugin and maintain it, then go right ahead and use this.

Prerequisites

This plugin requires the following things setup in your CRM Dynamics environment

  • A Subgrid in your Leads Entity that has a relationship with the Contacts Entity, you must be able to create new contacts through that subgrid of course
  • In your Contacts entity, the field "Original Lead" (sorry, I do not know the actual english field name for this, I use the dutch version of CRM Dynamics) must be unused. This is because once you create a new contact through the Lead entity subgrid, this field will be automatically populated. If you already use this field for other reasons, find a way to create a new field and populate that one with the Lead record on new contact creation.
  • In your Accounts entity, the field "Original Lead" must be unused. If you use this for other reasons as well, find a another way to create a field and populate that with the lead entity on qualification.

What does this plugin do exactly?

This plugin triggers on the Create event in the Accounts entity. The reason is simple, when you qualify a Lead, it CREATES a new account and everything gets fired off like the one-to-many relationship that migrates fields in Leads to Accounts. That is the perfect point to start migrating the contacts as well.

Step by step, it then does the following:

  • Get the GUID of the newly created Account
  • Check if the "Original Lead" Field is populated, if yes get the GUID, if not do nothing
  • RetrieveMultiple in the Contacts entity for any contacts with the same GUID filled in the "Original Lead" field
  • For each of the contacts found populate the parentaccountid field with the GUID of the newly created account in Contacts

Upon opening the Account, you'll see that the Contacts subgrid will be populated with the same contacts created in the Leads entity

About

CRM Dynamics 365 Plugin that makes it possible to have multiple contacts related to a lead assigned to the Account on qualification.

Resources

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1 watching

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, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Force GitHub README to respect dark mode\n(function() {\n var style = document.createElement('style');\n style.textContent = '\n .markdown-body {\n color-scheme: dark light;\n }\n .markdown-body pre { background: #161b22 !important; }\n .markdown-body code { background: rgba(110, 118, 129, 0.4) !important; }\n .markdown-body table th, .markdown-body table td { border-color: #30363d !important; }\n .markdown-body img { background: #0d1117; }\n .markdown-body blockquote { border-left-color: #8b949e; }\n .markdown-body hr { border-color: #30363d; }\n ';\n document.head.appendChild(style);\n})();", "GitHub Dark Mode README Fix"); } } catch(__e) { console.warn('[Userscript:GitHub Dark Mode README Fix]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
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LeadMultiContacts

Normally CRM Dynamics 365 does not have the ability for users to assign more than one Contact to a Lead. Even if you do use a subgrid related to the Contacts entity, you still do not have a way to migrate all the contacts to a Account once you qualify a Lead.

Something about the way Microsoft envisions how people should use the Lead entity vs you the consumner...

I believe there are solutions sold online that create this very same functionality, but if you have the know-how how to implement this plugin and maintain it, then go right ahead and use this.

Prerequisites

This plugin requires the following things setup in your CRM Dynamics environment

  • A Subgrid in your Leads Entity that has a relationship with the Contacts Entity, you must be able to create new contacts through that subgrid of course
  • In your Contacts entity, the field "Original Lead" (sorry, I do not know the actual english field name for this, I use the dutch version of CRM Dynamics) must be unused. This is because once you create a new contact through the Lead entity subgrid, this field will be automatically populated. If you already use this field for other reasons, find a way to create a new field and populate that one with the Lead record on new contact creation.
  • In your Accounts entity, the field "Original Lead" must be unused. If you use this for other reasons as well, find a another way to create a field and populate that with the lead entity on qualification.

What does this plugin do exactly?

This plugin triggers on the Create event in the Accounts entity. The reason is simple, when you qualify a Lead, it CREATES a new account and everything gets fired off like the one-to-many relationship that migrates fields in Leads to Accounts. That is the perfect point to start migrating the contacts as well.

Step by step, it then does the following:

  • Get the GUID of the newly created Account
  • Check if the "Original Lead" Field is populated, if yes get the GUID, if not do nothing
  • RetrieveMultiple in the Contacts entity for any contacts with the same GUID filled in the "Original Lead" field
  • For each of the contacts found populate the parentaccountid field with the GUID of the newly created account in Contacts

Upon opening the Account, you'll see that the Contacts subgrid will be populated with the same contacts created in the Leads entity

About

CRM Dynamics 365 Plugin that makes it possible to have multiple contacts related to a lead assigned to the Account on qualification.

Resources

Stars

0 stars

Watchers

1 watching

Forks

Releases

Packages

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Highlight search terms from Google/DuckDuckGo/Bing referrer\n(function() {\n var ref = document.referrer;\n var terms = [];\n \n if (ref.includes('google.com') || ref.includes('duckduckgo.com') || ref.includes('bing.com')) {\n var url = new URL(ref);\n var q = url.searchParams.get('q') || url.searchParams.get('p');\n if (q) {\n terms = q.split(/\\s+/).filter(function(t) { return t.length > 2; });\n }\n }\n \n if (terms.length === 0) return;\n \n var style = document.createElement('style');\n style.textContent = '.userscript-highlight { background: #fbbf24; color: #1a1a2e; padding: 1px 3px; border-radius: 2px; }';\n document.head.appendChild(style);\n \n function highlight(node) {\n if (node.nodeType === 3) { // text node\n var text = node.textContent;\n var found = false;\n terms.forEach(function(term) {\n var regex = new RegExp('(' + term.replace(/[.*+?^${}()|[\\]\\\\]/g, '\\\\') + ')', 'gi');\n if (regex.test(text)) {\n found = true;\n var frag = document.createDocumentFragment();\n var parts = text.split(regex);\n parts.forEach(function(part, i) {\n if (i % 2 === 0) {\n frag.appendChild(document.createTextNode(part));\n } else {\n var span = document.createElement('span');\n span.className = 'userscript-highlight';\n span.textContent = part;\n frag.appendChild(span);\n }\n });\n node.parentNode.replaceChild(frag, node);\n }\n });\n } else if (node.nodeType === 1 && node.childNodes) { // element\n var skipTags = ['SCRIPT', 'STYLE', 'NOSCRIPT', 'TEXTAREA', 'INPUT', 'SELECT'];\n if (!skipTags.includes(node.tagName)) {\n Array.from(node.childNodes).forEach(highlight);\n }\n }\n }\n \n highlight(document.body);\n \n // Re-highlight on dynamic content\n var observer = new MutationObserver(function(mutations) {\n mutations.forEach(function(m) {\n m.addedNodes.forEach(function(node) {\n if (node.nodeType === 1 || node.nodeType === 3) highlight(node);\n });\n });\n });\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Highlight Search Terms"); } } catch(__e) { console.warn('[Userscript:Highlight Search Terms]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
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LeadMultiContacts

Normally CRM Dynamics 365 does not have the ability for users to assign more than one Contact to a Lead. Even if you do use a subgrid related to the Contacts entity, you still do not have a way to migrate all the contacts to a Account once you qualify a Lead.

Something about the way Microsoft envisions how people should use the Lead entity vs you the consumner...

I believe there are solutions sold online that create this very same functionality, but if you have the know-how how to implement this plugin and maintain it, then go right ahead and use this.

Prerequisites

This plugin requires the following things setup in your CRM Dynamics environment

  • A Subgrid in your Leads Entity that has a relationship with the Contacts Entity, you must be able to create new contacts through that subgrid of course
  • In your Contacts entity, the field "Original Lead" (sorry, I do not know the actual english field name for this, I use the dutch version of CRM Dynamics) must be unused. This is because once you create a new contact through the Lead entity subgrid, this field will be automatically populated. If you already use this field for other reasons, find a way to create a new field and populate that one with the Lead record on new contact creation.
  • In your Accounts entity, the field "Original Lead" must be unused. If you use this for other reasons as well, find a another way to create a field and populate that with the lead entity on qualification.

What does this plugin do exactly?

This plugin triggers on the Create event in the Accounts entity. The reason is simple, when you qualify a Lead, it CREATES a new account and everything gets fired off like the one-to-many relationship that migrates fields in Leads to Accounts. That is the perfect point to start migrating the contacts as well.

Step by step, it then does the following:

  • Get the GUID of the newly created Account
  • Check if the "Original Lead" Field is populated, if yes get the GUID, if not do nothing
  • RetrieveMultiple in the Contacts entity for any contacts with the same GUID filled in the "Original Lead" field
  • For each of the contacts found populate the parentaccountid field with the GUID of the newly created account in Contacts

Upon opening the Account, you'll see that the Contacts subgrid will be populated with the same contacts created in the Leads entity

About

CRM Dynamics 365 Plugin that makes it possible to have multiple contacts related to a lead assigned to the Account on qualification.

Resources

Stars

0 stars

Watchers

1 watching

Forks

Releases

Packages

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Strip utm_, fbclid, gclid, etc. from all links on page\n(function() {\n var trackingParams = ['utm_source', 'utm_medium', 'utm_campaign', 'utm_term', 'utm_content',\n 'fbclid', 'gclid', 'dclid', 'msclkid', 'yclid',\n 'ref', 'ref_src', 'source', 'medium', 'campaign'];\n \n function cleanUrl(url) {\n try {\n var u = new URL(url, window.location.origin);\n var changed = false;\n trackingParams.forEach(function(p) {\n if (u.searchParams.has(p)) {\n u.searchParams.delete(p);\n changed = true;\n }\n });\n return changed ? u.toString() : url;\n } catch (e) {\n return url;\n }\n }\n \n function cleanLinks() {\n document.querySelectorAll('a[href]').forEach(function(a) {\n var clean = cleanUrl(a.href);\n if (clean !== a.href) a.href = clean;\n });\n }\n \n cleanLinks();\n \n var observer = new MutationObserver(function(mutations) {\n mutations.forEach(function(m) {\n m.addedNodes.forEach(function(node) {\n if (node.nodeType === 1) {\n if (node.tagName === 'A') cleanLinks();\n node.querySelectorAll('a[href]').forEach(function(a) {\n var clean = cleanUrl(a.href);\n if (clean !== a.href) a.href = clean;\n });\n }\n });\n });\n });\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "Remove Tracking Parameters from Links"); } } catch(__e) { console.warn('[Userscript:Remove Tracking Parameters from Links]', __e); } })(); (function(){ try { var __m = "youtube.com"; var __re = new RegExp('^' + "youtube\\.com" + '
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Repository files navigation

LeadMultiContacts

Normally CRM Dynamics 365 does not have the ability for users to assign more than one Contact to a Lead. Even if you do use a subgrid related to the Contacts entity, you still do not have a way to migrate all the contacts to a Account once you qualify a Lead.

Something about the way Microsoft envisions how people should use the Lead entity vs you the consumner...

I believe there are solutions sold online that create this very same functionality, but if you have the know-how how to implement this plugin and maintain it, then go right ahead and use this.

Prerequisites

This plugin requires the following things setup in your CRM Dynamics environment

  • A Subgrid in your Leads Entity that has a relationship with the Contacts Entity, you must be able to create new contacts through that subgrid of course
  • In your Contacts entity, the field "Original Lead" (sorry, I do not know the actual english field name for this, I use the dutch version of CRM Dynamics) must be unused. This is because once you create a new contact through the Lead entity subgrid, this field will be automatically populated. If you already use this field for other reasons, find a way to create a new field and populate that one with the Lead record on new contact creation.
  • In your Accounts entity, the field "Original Lead" must be unused. If you use this for other reasons as well, find a another way to create a field and populate that with the lead entity on qualification.

What does this plugin do exactly?

This plugin triggers on the Create event in the Accounts entity. The reason is simple, when you qualify a Lead, it CREATES a new account and everything gets fired off like the one-to-many relationship that migrates fields in Leads to Accounts. That is the perfect point to start migrating the contacts as well.

Step by step, it then does the following:

  • Get the GUID of the newly created Account
  • Check if the "Original Lead" Field is populated, if yes get the GUID, if not do nothing
  • RetrieveMultiple in the Contacts entity for any contacts with the same GUID filled in the "Original Lead" field
  • For each of the contacts found populate the parentaccountid field with the GUID of the newly created account in Contacts

Upon opening the Account, you'll see that the Contacts subgrid will be populated with the same contacts created in the Leads entity

About

CRM Dynamics 365 Plugin that makes it possible to have multiple contacts related to a lead assigned to the Account on qualification.

Resources

Stars

0 stars

Watchers

1 watching

Forks

Releases

Packages

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Auto-enable theater mode on YouTube\n(function() {\n function tryTheater() {\n var btn = document.querySelector('button[aria-label=\"Theater mode\"], ytd-player #player button[title=\"Theater mode\"]');\n if (btn && !btn.classList.contains('activated')) {\n btn.click();\n }\n }\n \n // Try immediately\n tryTheater();\n \n // Try after navigation (SPA)\n var lastUrl = location.href;\n setInterval(function() {\n if (location.href !== lastUrl) {\n lastUrl = location.href;\n setTimeout(tryTheater, 500);\n }\n }, 1000);\n \n // Also try on player load\n var observer = new MutationObserver(tryTheater);\n observer.observe(document.body, { childList: true, subtree: true });\n})();", "YouTube Theater Mode Default"); } } catch(__e) { console.warn('[Userscript:YouTube Theater Mode Default]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
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Repository files navigation

LeadMultiContacts

Normally CRM Dynamics 365 does not have the ability for users to assign more than one Contact to a Lead. Even if you do use a subgrid related to the Contacts entity, you still do not have a way to migrate all the contacts to a Account once you qualify a Lead.

Something about the way Microsoft envisions how people should use the Lead entity vs you the consumner...

I believe there are solutions sold online that create this very same functionality, but if you have the know-how how to implement this plugin and maintain it, then go right ahead and use this.

Prerequisites

This plugin requires the following things setup in your CRM Dynamics environment

  • A Subgrid in your Leads Entity that has a relationship with the Contacts Entity, you must be able to create new contacts through that subgrid of course
  • In your Contacts entity, the field "Original Lead" (sorry, I do not know the actual english field name for this, I use the dutch version of CRM Dynamics) must be unused. This is because once you create a new contact through the Lead entity subgrid, this field will be automatically populated. If you already use this field for other reasons, find a way to create a new field and populate that one with the Lead record on new contact creation.
  • In your Accounts entity, the field "Original Lead" must be unused. If you use this for other reasons as well, find a another way to create a field and populate that with the lead entity on qualification.

What does this plugin do exactly?

This plugin triggers on the Create event in the Accounts entity. The reason is simple, when you qualify a Lead, it CREATES a new account and everything gets fired off like the one-to-many relationship that migrates fields in Leads to Accounts. That is the perfect point to start migrating the contacts as well.

Step by step, it then does the following:

  • Get the GUID of the newly created Account
  • Check if the "Original Lead" Field is populated, if yes get the GUID, if not do nothing
  • RetrieveMultiple in the Contacts entity for any contacts with the same GUID filled in the "Original Lead" field
  • For each of the contacts found populate the parentaccountid field with the GUID of the newly created account in Contacts

Upon opening the Account, you'll see that the Contacts subgrid will be populated with the same contacts created in the Leads entity

About

CRM Dynamics 365 Plugin that makes it possible to have multiple contacts related to a lead assigned to the Account on qualification.

Resources

Stars

0 stars

Watchers

1 watching

Forks

Releases

Packages

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Remove or un-stick sticky/fixed headers that block content\n(function() {\n function unstick() {\n document.querySelectorAll('header, nav, [role=\"banner\"], .header, .navbar, .sticky, .fixed-top, [style*=\"position: fixed\"], [style*=\"position:sticky\"]').forEach(function(el) {\n if (el.style.position === 'fixed' || el.style.position === 'sticky' || \n getComputedStyle(el).position === 'fixed' || getComputedStyle(el).position === 'sticky') {\n el.style.position = 'static';\n el.style.top = 'auto';\n el.style.zIndex = 'auto';\n }\n });\n }\n \n unstick();\n \n var observer = new MutationObserver(unstick);\n observer.observe(document.body, { childList: true, subtree: true, attributes: true, attributeFilter: ['style', 'class'] });\n})();", "Kill Sticky Headers"); } } catch(__e) { console.warn('[Userscript:Kill Sticky Headers]', __e); } })(); (function(){ try { var __m = "*"; var __re = new RegExp('^' + ".*" + '
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Repository files navigation

LeadMultiContacts

Normally CRM Dynamics 365 does not have the ability for users to assign more than one Contact to a Lead. Even if you do use a subgrid related to the Contacts entity, you still do not have a way to migrate all the contacts to a Account once you qualify a Lead.

Something about the way Microsoft envisions how people should use the Lead entity vs you the consumner...

I believe there are solutions sold online that create this very same functionality, but if you have the know-how how to implement this plugin and maintain it, then go right ahead and use this.

Prerequisites

This plugin requires the following things setup in your CRM Dynamics environment

  • A Subgrid in your Leads Entity that has a relationship with the Contacts Entity, you must be able to create new contacts through that subgrid of course
  • In your Contacts entity, the field "Original Lead" (sorry, I do not know the actual english field name for this, I use the dutch version of CRM Dynamics) must be unused. This is because once you create a new contact through the Lead entity subgrid, this field will be automatically populated. If you already use this field for other reasons, find a way to create a new field and populate that one with the Lead record on new contact creation.
  • In your Accounts entity, the field "Original Lead" must be unused. If you use this for other reasons as well, find a another way to create a field and populate that with the lead entity on qualification.

What does this plugin do exactly?

This plugin triggers on the Create event in the Accounts entity. The reason is simple, when you qualify a Lead, it CREATES a new account and everything gets fired off like the one-to-many relationship that migrates fields in Leads to Accounts. That is the perfect point to start migrating the contacts as well.

Step by step, it then does the following:

  • Get the GUID of the newly created Account
  • Check if the "Original Lead" Field is populated, if yes get the GUID, if not do nothing
  • RetrieveMultiple in the Contacts entity for any contacts with the same GUID filled in the "Original Lead" field
  • For each of the contacts found populate the parentaccountid field with the GUID of the newly created account in Contacts

Upon opening the Account, you'll see that the Contacts subgrid will be populated with the same contacts created in the Leads entity

About

CRM Dynamics 365 Plugin that makes it possible to have multiple contacts related to a lead assigned to the Account on qualification.

Resources

Stars

0 stars

Watchers

1 watching

Forks

Releases

Packages

Contributors

Languages

, 'i'); if (__m === '*' || __re.test(location.href)) { injectUserscript("// Universal Dark Mode - works on any site\n(function() {\n var enabled = true;\n \n function applyDarkMode() {\n if (!enabled) return;\n \n // Create style element if it doesn't exist\n var style = document.getElementById('universal-dark-mode-style');\n if (!style) {\n style = document.createElement('style');\n style.id = 'universal-dark-mode-style';\n document.head.appendChild(style);\n }\n \n // Dark mode CSS - inverts colors but preserves images/video\n style.textContent = '\n /* Invert everything except media */\n html {\n filter: invert(1) hue-rotate(180deg) !important;\n background: #1a1a2e !important;\n }\n \n /* Restore images, videos, iframes, canvas */\n img, video, iframe, canvas, svg, picture, [style*=\"background-image\"] {\n filter: invert(1) hue-rotate(180deg) !important;\n }\n \n /* Preserve specific elements that should not be inverted */\n .no-dark-mode, .no-dark-mode *,\n [data-theme=\"light\"], [data-theme=\"light\"],\n .ace_editor, .ace_editor *,\n .CodeMirror, .CodeMirror *,\n .monaco-editor, .monaco-editor *,\n .markdown-body pre, .markdown-body pre *,\n .highlight, .highlight *,\n pre code, pre code * {\n filter: none !important;\n }\n \n /* Fix common UI elements */\n .modal, .popup, .dropdown-menu, .tooltip, .popover {\n filter: invert(1) hue-rotate(180deg) !important;\n background: #2d2d44 !important;\n border-color: #444 !important;\n }\n \n /* Scrollbars */\n ::-webkit-scrollbar { background: #1a1a2e !important; }\n ::-webkit-scrollbar-thumb { background: #444 !important; }\n ::-webkit-scrollbar-thumb:hover { background: #555 !important; }\n \n /* Selection */\n ::selection { background: #4ecdc4 !important; color: #1a1a2e !important; }\n ::-moz-selection { background: #4ecdc4 !important; color: #1a1a2e !important; }\n ';\n }\n \n function removeDarkMode() {\n var style = document.getElementById('universal-dark-mode-style');\n if (style) style.remove();\n }\n \n // Toggle with Alt+Shift+D\n document.addEventListener('keydown', function(e) {\n if (e.altKey && e.shiftKey && e.key === 'D') {\n e.preventDefault();\n enabled = !enabled;\n if (enabled) {\n applyDarkMode();\n console.log('[Universal Dark Mode] Enabled');\n } else {\n removeDarkMode();\n console.log('[Universal Dark Mode] Disabled');\n }\n }\n });\n \n // Apply on load\n applyDarkMode();\n \n // Re-apply on dynamic content\n var observer = new MutationObserver(function(mutations) {\n if (enabled && !document.getElementById('universal-dark-mode-style')) {\n applyDarkMode();\n }\n });\n observer.observe(document.head, { childList: true });\n \n console.log('[Universal Dark Mode] Loaded - Press Alt+Shift+D to toggle');\n})();", "Universal Dark Mode"); } } catch(__e) { console.warn('[Userscript:Universal Dark Mode]', __e); } })(); })();
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LeadMultiContacts

Normally CRM Dynamics 365 does not have the ability for users to assign more than one Contact to a Lead. Even if you do use a subgrid related to the Contacts entity, you still do not have a way to migrate all the contacts to a Account once you qualify a Lead.

Something about the way Microsoft envisions how people should use the Lead entity vs you the consumner...

I believe there are solutions sold online that create this very same functionality, but if you have the know-how how to implement this plugin and maintain it, then go right ahead and use this.

Prerequisites

This plugin requires the following things setup in your CRM Dynamics environment

  • A Subgrid in your Leads Entity that has a relationship with the Contacts Entity, you must be able to create new contacts through that subgrid of course
  • In your Contacts entity, the field "Original Lead" (sorry, I do not know the actual english field name for this, I use the dutch version of CRM Dynamics) must be unused. This is because once you create a new contact through the Lead entity subgrid, this field will be automatically populated. If you already use this field for other reasons, find a way to create a new field and populate that one with the Lead record on new contact creation.
  • In your Accounts entity, the field "Original Lead" must be unused. If you use this for other reasons as well, find a another way to create a field and populate that with the lead entity on qualification.

What does this plugin do exactly?

This plugin triggers on the Create event in the Accounts entity. The reason is simple, when you qualify a Lead, it CREATES a new account and everything gets fired off like the one-to-many relationship that migrates fields in Leads to Accounts. That is the perfect point to start migrating the contacts as well.

Step by step, it then does the following:

  • Get the GUID of the newly created Account
  • Check if the "Original Lead" Field is populated, if yes get the GUID, if not do nothing
  • RetrieveMultiple in the Contacts entity for any contacts with the same GUID filled in the "Original Lead" field
  • For each of the contacts found populate the parentaccountid field with the GUID of the newly created account in Contacts

Upon opening the Account, you'll see that the Contacts subgrid will be populated with the same contacts created in the Leads entity

About

CRM Dynamics 365 Plugin that makes it possible to have multiple contacts related to a lead assigned to the Account on qualification.

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