Dynamics Community Forum Thread Details

Add Create New Lead within an Account Record

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.

Categories:

Sales

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.

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

Step IV: Select Opportunity from Related tab.

Step V: Create New Opportunity record.

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.