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Microsoft Dynamics CRM (Archived)

Add options to OOTB Qualify button on Lead

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Posted on by 165

Hi ,

Is it possible to add different options to the exiting Qualify button OTB and set them as status  reason just like Disqualify button.

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  • Community Member Profile Picture
    on at

    Hi,

    You could download Lead entity customization, extract and open customizations.xml in visual studio or any xml editor.

    then look RibbonDiffXml tag, in this you need to add custom action, then command definition, and any rules to show / hide button based on display rules / enable rules.

    If you are using multiple lang. in your CRM system, then you need to define all display text in different lang. in LocLabels.

    Here you will get all information related to editing button and RibbonDiffXml

    https://msdn.microsoft.com/en-us/library/gg309639.aspx

    http://www.develop1.net/public/rwb/ribbonworkbench.aspx

    Also there are some examples available in MS CRM SDK.

    Best Regards,

    Judy

  • Suggested answer
    Sudheer Reddy Profile Picture
    115 on at

    No, you have to go for custom button, with some command actions.

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