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Hi everyone
I am new to CRM so please forgive my lack of knowledge. This requirement is for dynamics 365 2016 v9
I have a requirement then when a user clicks "Qualify Lead", A pop up should be displayed asking for a required "Opportunity Name" field. If the user inputs the value for opportunity name and click okay then the Qualifying Opportunity will be created with that name. If user clicks cancel then the lead should not be qualified.
What is the easiest way to achieve this? Please if anyone can explain step by step as I am new.
Thanks a lot.
Syed Mohsin
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Thanks everyone for your answers. I realized that it was too much hassle so I sticked to your advises.
Goutam's answer is the most appropriate resolution to this requirement but still not an easy way. I couldn't do it by myself.
Now, I am just calling a workflow whenever a lead is qualified and simple take the fields from lead to qualifying opportunity.
Hi,
I guess the only option is to use html web resource and then programmatically qualify lead based on the input captured. There is no out of box way for this. You will find many resource on web "how to create HTML web resource in dynamics 365"
Hope this helps.
Hi Wei,
Yes the opportunity record is created. But My requirement is that
When I click Qualify Lead Button
1. A pop up should open, prompting for two fields "Opportunity Name" and "Next Step on Opportunity"
2. If user fills both fields and click okay Then lead is Qualified and the new opportunity which is created will have the values in fields "Opportunity Name" and "Next Step on Opportunity" provided by the user on the popup.
3. If user clicks cancel, then the lead is not qualified.
Hi Sayed,
There is no straight forward way to change the OOB qualify action , you need to create your own custom button using Ribbon Workbench.
On the button action open popup to set the name and then qualify lead using web API-
www.inogic.com/.../qualify-lead-using-web-api-in-dynamics-365
Hi Ravi, Thanks for your reply.
The reason we want to prompt user for Opportunity Name is because we want to allow user to give a different(better) name than the previous name in Lead.
Also, we also want to prompt for some other fields like Next Step.
Any idea how I can generate a pop up prompting for a few fields when Qualify Lead button is pressed?
Hope you can help as you are understanding my question
Hi,
The opportunity name is copied from the Topic field of the lead. So you can simply change the Display Name of that Topic field to say "To Be Opportunity Name". This should help you achieve your requirement.
Hope this helps.
Hi,
Question : after qualifying the lead, an opportunity record already created for you, why you need this step?
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