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Microsoft Dynamics CRM (Archived)

Option to Skip Pop-Up Window When Qualifying Referrals?

Posted on by Microsoft Employee

It would be very nice to be able to skip the Pop-Up Window when qualifying a referral. I would like to be able to click the Qualify button then immediately be taken to the resulting Opportunity that was created. If I can't do that, I at least want to skip clicking the buttons in the Pop-Up window "Next" > "Finish". 

Can you help? 

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  • Suggested answer
    sathis kumar Profile Picture
    sathis kumar on at
    RE: Option to Skip Pop-Up Window When Qualifying Referrals?

    I think you are still using CRM 2013. To skip the popup disable the qualify button using ribbon work bench editor and create a custom button call the javascript. Please check my blog to implement using javascript
    crmandsilverlight.wordpress.com/.../crm-2013-qualify-lead-using-javascript

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