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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.
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.
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.
6. Now publish this.
After Publishing this Ribbon solution New Opportunity button will be hidden.
Thanks!
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