Sample Code – Capture / Record lead qualification date – Dynamics 365 / Dataverse

Recently we had a requirement to capture the date when a lead is qualified. Here we can create a new date time attribute to capture the lead qualification date and update this field either through workflow, flow, or plugin on lead qualification.

Status Code = 3 (Qualified)

We implemented a plugin on PreOperation – Update of lead, with filtering attributes as the state code.

Below is the sample code for the plugin –

 public void Execute(IServiceProvider serviceProvider)
        {
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
         
            try
            {
                tracingService.Trace("start plugin execution: {0}", this.GetType().FullName);
                // plugin is in pre update stage of lead
                if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity &&
                    context.MessageName.Equals("update", StringComparison.OrdinalIgnoreCase) &&
                   context.Stage == 20)   
                {
                    var leadEntity = (Entity)context.InputParameters["Target"];
                    if(leadEntity.LogicalName == "lead")
                    {
                        if(leadEntity.Attributes.Contains("statuscode") && 
                            ((OptionSetValue)leadEntity.Attributes["statuscode"]).Value == 3
                            )
                        {
                            tracingService.Trace("Lead with Id {0} is getting qualified at {1}", 
                                leadEntity.Id.ToString(), DateTime.UtcNow);
								
							// the custom date time field to capture the qualification date 
                            leadEntity["custom_qualificationdate"] = DateTime.UtcNow;                         
                        }
                    }                 

                }

                tracingService.Trace("end plugin execution: {0}", this.GetType().FullName);
            }
            catch (System.ServiceModel.FaultException<OrganizationServiceFault> ex)
            {
                tracingService.Trace(ex.Detail.Message);
                throw;
            }
            catch (Exception ex)
            {
                tracingService.Trace(ex.ToString());
                throw;
            }
        }

Hope it helps..