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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Filter OOB Disqualify ...

Customer experience | Sales, Customer Insights,...

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Filter OOB Disqualify Lead Button status reasons based on a a condition

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Posted on by Anas Rafik

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Hello Community

what I am trying to achieve is that I want to only show some status reasons based a lookup value in the Disqualify Menu is there any work around to do it

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a33ik 84,331 Most Valuable Professional on at

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Hello,

I'm afraid the only way you can achieve it is through the customization of the ribbon. I replied to the similar question here - community.dynamics.com/.../663279

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Mohsin Ali 3,634 on at

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You can achieve this by adding a custom button using ribbon workbench.

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