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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Where to customise &qu...
Customer experience | Sales, Customer Insights,...
Suggested answer

Where to customise "Convert to Lead" form

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Posted on by User 126

Hi all,

I would like to customise the fields in the "Convert to Lead" form.

Scenario:

Emails are directed to a queue. When opening an email, one can convert the email activity to a lead. A pop-up window (form) appears with pre-populated fields for the Lead's names and email address. I would like to either stop the system from pre-populating these fields to rather force the user to capture in the information. 

Where do I find this and how can I stop the info from being pre-populated in the "Convert to Lead" form from the email activity?

TIA

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Where to customise "Convert to Lead" form

    Hi,

    There is no OOB way to do this.

    Here are some discussion which are similar to yours, you can have a look：

    https://www.crmug.com/communities/community-home/digestviewer/viewthread?GroupId=1285&MessageKey=c8bdf745-dc53-4608-a354-7c3c3a4759ed&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/99126/convert-lead-form---best-way-to-modify/187970

  • Rakesh90 Profile Picture
    Rakesh90 200 on at
    RE: Where to customise "Convert to Lead" form

    There is no supported way to do this. You could :

    1. Hide the out of the box button and create a new button using Ribbon workbench

    2. Create a new dialog box / HTML and display only the fields that you want to be mapped from the email. Call this dialog/HTML from the above created button.

    3. Call a workflow from the HTML that creates the lead with the mapped fields, set the regarding field on the email to the newly created lead.

    If this answers your question please mark my answer as verified 

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