One of my clients is migrating from Dynamics CRM 2011 to Dynamics 365 Sales and Qualify Lead dialog box is missing. Since this feature is not anymore available from CRM 2013 and onwards, but Client is Client and after all, they are our bread and butter. Having said that, I need to provide an intuitive and robust solution to mitigate it. So, here we go:
- We can select the existing contact and account directly in the lead record. If none of the value is selected, an Account and a Contact gets created.
- Create a new workflow/dialog, create a new custom button, on the click of button call newly created workflow/dialog from a JavaScript web resource.
- Create a new HTML web resource which is similar to existing Convert Lead dialog box. Create a new custom button and call your newly created HTML web resource.
If you take my advice, I would recommend going with Option # 1 as it has less effort and everything is available Out-of-box. Thanks.
hello, please can you help where can I find this dialog ???
Fantastic blog.Really looking forward to read more. Really Cool.