Skip to main content
Post a question

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Where to customise "Convert to Lead" form

Like (1) ShareShare
ReportReport
Posted on 24 Aug 2021 12:44:57 by 122

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

  • Rakesh90 Profile Picture
    Rakesh90 200 on 25 Aug 2021 at 02:16:55
    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 

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on 25 Aug 2021 at 01:42:12

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,784 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,476 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans