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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / BPF will qualify a Lea...
Microsoft Dynamics CRM (Archived)

BPF will qualify a Lead without all required fields in the BPF being present

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Posted on by rmcanally65

The BPF we use for Leads to Opportunities will let the Lead qualify without all required fields in the BPF being present.  My understanding was that making a BPF step required prevented the Lead from being qualified; what is allowing the Lead to be qualified?

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    The BPF can't prevent the Qualify button being pressed. You would need to make the values mandatory on the form so as to prevent saving. You could do this conditionally using Business Rules.

    Hope this helps,

    Scott

  • rmcanally65 Profile Picture
    rmcanally65 on at

    Scott:

    Thanks for the reply, but I thought the BPFs were designed to prevent a user from going from one stage to the next without required information; in our case, we know the Leads will not usually have all the information needed for the Account, Contact and Opportunity, but the BPF would allow the creation of the Lead, and Sales would obtain the information to qualify...but the BPF would prevent "rogue" qualification of Leads without needed information.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Yes - that is the case normally - but the 'Qualify' button is a special case unfortunately.

  • rmcanally65 Profile Picture
    rmcanally65 on at

    Scott:

    Thanks for the reply.  I know we can prevent them from moving to that next stage (but can still qualify); is there any way I could write some JavaScript against the Qualify button in this case?  I'm thinking not, but I know you'll know.

    PS.  I love Ribbon Manager...extremely helpful.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Yes you can do this - you'll need to customise the Command (not the button) in the ribbon workbench and add some enable rules with a Value rule for each mandatory field. See ribbonworkbench.uservoice.com/.../121427-enable-disable-a-ribbon-button-dynamically-based-o

  • rmcanally65 Profile Picture
    rmcanally65 on at

    Thanks, Scott.  I think this will indeed work for us.  I appreciate all the assistance.

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