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Lead conversion process/ campaign conversion process - customization options of pop-up window

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Posted on by Mirja Stehrenberger

Hi
When converting leads, we would like to allow our users to decide, if an opportunity should be created at the momet of conversion or not.
We also found the option to turn off the default opportunity creation in the settings area.

But now, a user could also decide, whether contact and account should be created or not. We don't want to give our users this option, but would like to keep these settnigs to YES (auto-creation of contact and account).
Is there any way to either lock these options on the popup window, or hide them?

How can we access the fields/activities on the popupwindow, if we decide to use coding to force values and/or set up an alert message, for example?

thanks for any help/feedback.

Mirja

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Bipin D365 28,983 Moderator on at

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Hi,

I'm afraid you can not customize the pop up window configuration.

Please mark my answer verified if i were helpful

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Mirja Stehrenberger 30 on at

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Hi, thanks for your answer. That is what I feared, that we are not able to customize the pop-up window itself.
But, is there also no way to access the fields/activities on the popupwindow, if we decide to use coding to force values and/or set up an alert message, for example?
Or could Canvas app be a solution to replace the standard popup windows?
Any input, that solves our issue, is highly appreciated!

Best regards Mirja

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GFManunta 2 on at

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hi all,

these are best practice on DYN365CE dialog replacement in case could help

Customer playbook: Approaching transition from process dialogs

let me know if you can download the document

Bye

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