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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Convert Lead button on...
Microsoft Dynamics CRM (Archived)

Convert Lead button on Lead form ribbon is no longer visible

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Posted on by Community Member Microsoft Employee

Hi all, 

I asked the opposite to this before, but when I made it thanks to this community the button gone forever (I guess, but for then I coulnd't see this button anymore.

First, I went to Settings > Customization: Solutions > Lead > Web resources and created a new one with a JS function to compare the existing security roles IDs with the logged in. Then, I used XrmToolBox > Ribbon Workbench 2016 to create an Enable Rule with the previous JS function.

It was working for a while, till we figured out that the button was no longer visible for one user, not for all.

The button is ConvertLeadQuick.Web.

Of course, I cleared and re-published any changes made on Ribbon Workbench or Customization Settings.

Any suggestions on where should I look at to understand where the button is hidden for one user? (The security roles for the entity are the same both).

Thanks in advance.

*This post is locked for comments

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Convert Lead button on Lead form ribbon is no longer visible

    Okay, we solved it. The key were the permissions assigned to "Account" entity where "Append" and "Append to" were disabled.

    The CRM worked wrongly here, because "Account" was a required form input and despite this, it allowed us to save the lead without being able to select an account.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Convert Lead button on Lead form ribbon is no longer visible

    Yes, I did. Nothing changed.

  • Justinjose Profile Picture
    Justinjose 2,707 on at
    RE: Convert Lead button on Lead form ribbon is no longer visible

    Did you tried in different browser?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Convert Lead button on Lead form ribbon is no longer visible

    As I said, there are no rules running on the ribbon right now.

  • Suggested answer
    Justinjose Profile Picture
    Justinjose 2,707 on at
    RE: Convert Lead button on Lead form ribbon is no longer visible

    Can you comment those rules and try. Just want to make sure with out rules it visible to that specific user.

    Thanks

    Justin Jose

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Convert Lead button on Lead form ribbon is no longer visible

    I was. The reason of hiding the button with a JS function was that it should be visible only for specific roles and there is not a function available to hide the button based on that in other way.

  • Justinjose Profile Picture
    Justinjose 2,707 on at
    RE: Convert Lead button on Lead form ribbon is no longer visible

    are you hiding the button based on JS rule?

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