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Relocate the Qualify button

Posted on by 139
Hello everyone,
 
In my CRM, the Business Process Flow consists of 5 entities: Prospect (which is Lead) -> Opportunity -> Prequalification (can be skipped) -> Estimation & Pricing (which is the Quote) -> Awarded Project (which is the Order)
I am trying to simplify the User Interaction in my CRM by making moving the records between the entities the same way across all the entities of the BPF.
 
Example: Moving from prospect to opportunity happens by clicking on Qualify. Can't I add a '+ Create' button instead of Close after clicking on 'Next Stage'?
 
//
 
 
From Opportunity to Prequalification: I am trying to add a + Create button like shown below in the step above.
 
//
 
Can this be done?
  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Relocate the Qualify button
    Hi,
     
    Regarding your request to add the "+add" button after clicking the next stage
     
    Our team noticed that for the same entity the buttons are different on different forms, as shown below

     
    Lead and Sales Insights are two different forms in the Lead entity


     
    Comparing the design of the two forms, we found that the onload events of the two forms are different, and it is probably these events that cause the difference in the buttons
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang
  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,068 Super User on at
    Relocate the Qualify button
    Hi 
     
    I think you requirements should needs this link: Use custom controls in business process flows - Power Automate | Microsoft Learn to solve.
     
    How about if, you think diffeently. Add custom button and move stages + create record records?
     
    If you need additional help please tag me in your reply and please like my reply.
    If my reply provided you with a solution, please mark it as a solution
    Thanks
    Regards,
    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
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