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


i have requirement copy notes , activities while converting lead contact , vice versa.

when qualifying lead contact use custom plugin triggered qualifylead event. there no out of box solution convert contact lead use custom on-demand dialog. dialog unable run custom plugin (which copy notes , activities contact lead).

please me find way copy stuff contact lead.

you can create custom workflow activity code of custom plugin , uses step inside on-demand dialog.

you can start here:

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


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