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Lead Qualify button missing in UCI??

Microsoft Dynamics CRM Forum

LearningCRM asked a question on 14 Jun 2019 6:25 PM
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The out of box Qualify button is missing in Leads and I have no idea why. It shows in Web but not in UCI. I'm system admin.

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Hi

I can see both, please see below (Version 1710 9.1.0.5820 online )

Could you check the one before the Web version?

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Aric Levin responded on 16 Jun 2019 2:38 AM
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Check your Hide Actions, Commands and Display/Enable Rules. Just based on your screenshot there are a few things that I can see.

It seems like you have a Hide Action for Mscrm.Form.lead.ConvertLeadQuick.HideAction. Not sure if that is the one for Qualify, but it has the same name as the Button

There is also a command called Mscrm.Form.lead.ConvertLeadQuick.Web. Check the Command Display Rules and Enable Rules.

Please review your customizations.

In all my instances of Unified Interface, I have the Qualify button Out of the Box.

You should also check the IsNotUCI enable rule for your command.

Hope this helps.

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LearningCRM responded on 16 Jun 2019 10:06 PM
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Thanks, I removed the isNotUCI rule and it appears now.

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Aric Levin responded on 16 Jun 2019 2:38 AM
Verified Answer

Check your Hide Actions, Commands and Display/Enable Rules. Just based on your screenshot there are a few things that I can see.

It seems like you have a Hide Action for Mscrm.Form.lead.ConvertLeadQuick.HideAction. Not sure if that is the one for Qualify, but it has the same name as the Button

There is also a command called Mscrm.Form.lead.ConvertLeadQuick.Web. Check the Command Display Rules and Enable Rules.

Please review your customizations.

In all my instances of Unified Interface, I have the Qualify button Out of the Box.

You should also check the IsNotUCI enable rule for your command.

Hope this helps.

Reply
Suggested Answer

Hi

I can see both, please see below (Version 1710 9.1.0.5820 online )

Could you check the one before the Web version?

Reply

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