CRM Extensions

Plugin for copying notes and attachements from lead to contact whis is converted from lead for Microsoft Dynamics CRM 4.0

I’ve been asked to write plugin for following scenario:
When user converts lead to contact – all attachements and notes must be copied to retrieved contact.
Code of the plugin:

 

Step for this plugin must be registered as a Post Create Syncronous Parent Pipeline.

4 Comments on “Plugin for copying notes and attachements from lead to contact whis is converted from lead for Microsoft Dynamics CRM 4.0

  1. Hi I am also trying to use the same code for CRM 2011. Just difference is that I have used linq rather than query. I am able to retrieve the notes but when I am trying to generate the note for account entity, I am getting the below error :-

    EntityState must be set to null, Created (for Create message) or Changed (for Update message)

    Any idea how can I resolve this?

Leave a Reply

Your email address will not be published. Required fields are marked *