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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add Create New Lead wi...
Customer experience | Sales, Customer Insights,...
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Add Create New Lead within an Account Record

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Posted on by Felicia G

How do I add the Create New Lead from within an Account Record (and remove the + New opportunity options) so that they only way to create an opportunity from within an account is to start with a Lead. 

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  • Inogic Profile Picture
    Inogic 748 on at

    Hi,

    To create a New Lead from within an Account record kindly follow the below steps:

    Step I: Open existing Account record and click on Related tab.

    7271.2Lead.png

    Step II: Select Lead entity tab from Related tab.

    3Lead.png

    Step III: Create Lead record and then save and close the Record.

    4Lead.png

    Step IV: Select Opportunity from Related tab.

    5Lead.png

    Step V: Create New Opportunity record.

    6Lead.jpg

    In response to your query, we assume that you want the New Opportunity button to be hidden from the sub-grid. However, it should be noted that if you want to hide the New Opportunity button in one sub-grid, it will be hidden in all sub-grids as well.

    Ribbon workbench tool can be used to show or hide the + New Opportunity button.

    Follow the below steps:

    1. Create solution & add Opportunity entity and publish it.

    2. Go to XRM Toolbox & open Ribbon Workbench tool.

    3. Open the solution which you created before.

    4. In Solution Element select Opportunity.

    5. In sub-grid find NEW {0} button, right click on it and select Hide.

    7Lead.jpg

    6. Now publish this.

    8Lead.jpg

    After Publishing this Ribbon solution  New Opportunity button will be  hidden.

    Thanks!

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