CRM process flow..

I understand that the process flow in CRM is Lead to Opportunity then to
quotes, orders, invoices.etc..
However i want to override this Process flow and make my process as
opportunity to creating contracts once an opportunity is won.
My clients are mainly dealing with rental space and therefore there is no
concept of order and please note that currently the system is used to create
contracts as soon as an opportunity is won. Is there a way to add the
functionality of converting the opportunity to contract, Like how a lead is
converted to an account ,contact , opportunity.?the same is concept is
required.

Any advise to implement such a senario?
Thanks.

Rizwan
Mon Nov 08 01:44:02 CST 2004

See and explore the "CRMCustomization.Transform" Method in SDK help document.
This mettod generates the target object XML data from the source object.
In the example given in the SDK an Opportunity is converted into a Quote.
I havnt done it my self.But hope this method solves your problem.

Regards,
Rizwan.


"s" wrote:

> I understand that the process flow in CRM is Lead to Opportunity then to
> quotes, orders, invoices.etc..
> However i want to override this Process flow and make my process as
> opportunity to creating contracts once an opportunity is won.
> My clients are mainly dealing with rental space and therefore there is no
> concept of order and please note that currently the system is used to create
> contracts as soon as an opportunity is won. Is there a way to add the
> functionality of converting the opportunity to contract, Like how a lead is
> converted to an account ,contact , opportunity.?the same is concept is
> required.
>
> Any advise to implement such a senario?
> Thanks.