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Session Id :
Customer experience | Sales, Customer Insights,...
Answered

How to Customize 'Disqualify a Lead' option for D365 Sales Enterprise?

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Posted on by 81
Hello everyone,
After 1 hour of research I'm going crazy, I can't find an applicable solution to add an option to the Lead disqualification menu.. I searched everywhere in Power Apps but nothing...
all the posts are from several years ago and not clear.
 
Dynamics version
I hope for a step by step answer from some expert.
Thank you in advance

PS
I have enabled new lead qualification experience if this matter....

  • Muhammad.Affan Profile Picture
    Muhammad.Affan 4,468 Super User 2025 Season 1 on at
    How to Customize 'Disqualify a Lead' option for D365 Sales Enterprise?
    Hi There,
     
    Is your issue resolved? if yes please mark my response as the answer.
     
    Thanks
    Affan
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,468 Super User 2025 Season 1 on at
    How to Customize 'Disqualify a Lead' option for D365 Sales Enterprise?
    Hi There,
     
    Don't stress out, let me help you. As requested here are the detailed steps you can follow:
     
    From the navigation bar select the wheel icon and select advanced setting
    Than select customizations and then select customize the system
    Once that opens under entities look for Lead entity
    Once their, select fields and search for statuscode field and open it
    Once the field details open under TYPE section in the status field change it to Disqualified- this will then show Disqualified lead option sets.
    Than click on add button to add the option you like
     
    Once done save and publish the customisation and you're good.
     
    If you still have issue feel free to connect.
     
    Finally, once your issue is resolved and my suggested answer has helped, please do not forget to click Yes under "Did this answer your question?" to close this thread.
     
    Thanks
    Affan
     

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