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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to add a Custom Co...
Customer experience | Sales, Customer Insights,...
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How to add a Custom Command to Qualify Button within Lead WITHOUT overriding CommandCore

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Posted on by pobrien 30

Hello!

 

I am currently attempting to add a custom Command to the Qualify button found within the Form of the Lead entity. I am doing this through the 3rd party tool called Ribbon WorkBench. 

Below is a screenshot of the Buttons properties

 

 3730.pastedimage1617979076211v1.png

 

However, when I add my Custom Command, the CommandCore is overwritten. This causes the OOB functionality of the Qualify to no longer work.

 

 6087.pastedimage1617979087468v2.png

 

From what I understand the CommandCore references an OOB command which allows the Qualify button to show its popup box.

 

Is there some way to append my custom JavaScript I wrote for my Command, to the CommandCore? I am unsure how to work around this issue.

I have the same question (0)
  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Hi,

    Thank you for your query.

    This depends on your requirement, do you need to call a script after Qualify dialog appears or after?

    Here are solutions as per your requirement:

    • Run you JS Code before Qualify Lead code runs: create a custom button and command, call a JavaScript Action to your function. In you JS function, call the following script to run OOB Qualification process:

    function myQualifyAction() {

    // Your code goes here
    
    // Out-of-the-box qualify code
    Mscrm.LeadCommandActions.qualifyLeadQuick();

}

    Please note, I would recommend to hide the existing Qualify Lead button, and you do not need to include any libraries to call built-in qualify lead function.

    •  If you need to inject your code after qualification, that is not possible with JS, for you you need to register a plugin or process.
  • pobrien Profile Picture
    pobrien 30 on at

    Hi Wahaj,

    Thanks for your response. That worked for us.

    Paul

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