Skip to main content

Notifications

Dynamics 365 Community / Forums / Sales forum / Disqualifying a Lead: ...
Sales forum
Suggested answer

Disqualifying a Lead: issue, not working from the form, but works from a View

(0) ShareShare
ReportReport
Posted on by CSGATX 50

Currently when trying to Disqualify a lead from the lead form nothing happens, it does not close the lead, mark as read only, or log it was disqualified. The button does bring up the drop down and allows you to select a reason just nothing happens when you do. 

However we can Disqualify as normal from the grid view. 

Any thoughts on what the issue could be?

Categories:
Leads or Opportunities
  • Tyler TS Solutions Profile Picture
    Tyler TS Solutions 6 on at
    Disqualifying a Lead: issue, not working from the form, but works from a View
    Thanks Kornel, this script was really helpful when troubleshooting an issue with the Disqualify button.  In my case, the address1_stateorprovince was Business Required but had been removed from the form.
  • Suggested answer
    Kornel Gołębiewski Profile Picture
    Kornel Gołębiewski 4 on at
    Disqualifying a Lead: issue, not working from the form, but works from a View
    Hello,
    Recently I've had same problem. In my case there were required fields that were hidden on a form. If these required fields are hidden, you can save this form without values in them, but you cannot disqualify. You can check for required fields without values by using developer tool console (hit F12) and typing this simple code:
     
    if (Xrm && Xrm.Page && Xrm.Page.data) {
        function checkRequiredFieldsWithoutValue() {
            var attributes = Xrm.Page.data.entity.attributes.get();
            if (!attributes) {
                console.error("Cannot load attributes.");
                return;
            }
            var emptyRequiredFields = [];
            attributes.forEach(function(attribute) {
                if (attribute.getRequiredLevel() === "required" && attribute.getValue() === null) {
                    emptyRequiredFields.push(attribute.getName());
                }
            });
            console.log("Required fields without value:", emptyRequiredFields);
        }
        checkRequiredFieldsWithoutValue();
    } else {
        console.error("The code must be invoked in the context of a Dynamics 365 record form.");
    }
    I hope it will help!
  • gopi.royal999@gmail.com Profile Picture
    gopi.royal999@gmail... 430 on at
    RE: Disqualifying a Lead: issue, not working from the form, but works from a View

    Long back, I have seen this issue but with Qualify button. Check if you have Company Name field on the form or not?

    staturestack.com/.../

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,039 on at
    RE: Disqualifying a Lead: issue, not working from the form, but works from a View

    Hi,

    Have you done any changes in  your environment recently? How many environment you have, is this behavior is same in all the environments?

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,937 Super User on at
    RE: Disqualifying a Lead: issue, not working from the form, but works from a View

    Hello,

    Even though you manually refresh the form, record state does not change to disqualified?

    Please check Network tab from developer Tool (Hit F12) to get more details.

    ARe you using CRM Onpremise or Online?

    Please mark my answer verified if i were helpful

  • Stefan Cojocaru Profile Picture
    Stefan Cojocaru on at
    RE: Disqualifying a Lead: issue, not working from the form, but works from a View

    Hi there,

    Were there any changes to the Disqualify lead button (or its underlying command)?

    Does the Qualify button work normally? Also, do you get any error in the F12 console when you do this?

    Looking forward to your reply.

    Thank you!

Helpful resources

Quick Links

Take the Community feedback survey!

Answer this brief 15-question survey about your Community experience…

Demystifying Copilot: Service Edition with Sundar Raghavan

Sundar answers more questions about Copilot for Service...

Dynamics 365 Business Central vs Finance and SCM

Take a look at the key differences between Business Central and…

more Community News

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,377 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 223,308 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,140

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans