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Disqualifying a Lead: issue, not working from the form, but works from a View

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Posted on by CSGATX

Currently when trying to Disqualify a lead from the lead form nothing happens, it does not close the lead, mark as read only, or log it was disqualified. The button does bring up the drop down and allows you to select a reason just nothing happens when you do.

However we can Disqualify as normal from the grid view.

Any thoughts on what the issue could be?

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Tyler TS Solutions 6 on at

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Disqualifying a Lead: issue, not working from the form, but works from a View

Thanks Kornel, this script was really helpful when troubleshooting an issue with the Disqualify button. In my case, the address1_stateorprovince was Business Required but had been removed from the form.
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Kornel Gołębiewski 6 on at

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Disqualifying a Lead: issue, not working from the form, but works from a View

Hello,

Recently I've had same problem. In my case there were required fields that were hidden on a form. If these required fields are hidden, you can save this form without values in them, but you cannot disqualify. You can check for required fields without values by using developer tool console (hit F12) and typing this simple code:

if (Xrm && Xrm.Page && Xrm.Page.data) {
    function checkRequiredFieldsWithoutValue() {
        var attributes = Xrm.Page.data.entity.attributes.get();

        if (!attributes) {
            console.error("Cannot load attributes.");
            return;
        }
        var emptyRequiredFields = [];
        attributes.forEach(function(attribute) {
            if (attribute.getRequiredLevel() === "required" && attribute.getValue() === null) {
                emptyRequiredFields.push(attribute.getName());
            }
        });

        console.log("Required fields without value:", emptyRequiredFields);
    }

    checkRequiredFieldsWithoutValue();
} else {
    console.error("The code must be invoked in the context of a Dynamics 365 record form.");
}

I hope it will help!
gopi.royal999@gmail... 430 on at

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RE: Disqualifying a Lead: issue, not working from the form, but works from a View

Long back, I have seen this issue but with Qualify button. Check if you have Company Name field on the form or not?

staturestack.com/.../
Mahendar Pal 45,095 on at

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RE: Disqualifying a Lead: issue, not working from the form, but works from a View

Hi,

Have you done any changes in your environment recently? How many environment you have, is this behavior is same in all the environments?
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Bipin D365 28,961 Moderator on at

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RE: Disqualifying a Lead: issue, not working from the form, but works from a View

Hello,

Even though you manually refresh the form, record state does not change to disqualified?

Please check Network tab from developer Tool (Hit F12) to get more details.

ARe you using CRM Onpremise or Online?

Please mark my answer verified if i were helpful
Stefan Cojocaru on at

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RE: Disqualifying a Lead: issue, not working from the form, but works from a View

Hi there,

Were there any changes to the Disqualify lead button (or its underlying command)?

Does the Qualify button work normally? Also, do you get any error in the F12 console when you do this?

Looking forward to your reply.

Thank you!

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