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Qualify Lead

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Posted on by Radoslavov

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Hi all,

any ideas how can i either set default values for Account and Contact to no, when a lead is qualified, or completely disable the popup screen, as we do not create anything when a lead is qualified.

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Leah Ju Microsoft Employee on at

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Hi Partner,

1. set default values for Account and Contact to no in the popup screen

Unfortunately, we can't set it.

2. completely disable the popup screen

In App settings, you can disable the popup screen through setting 'Create Account, Contact, and Opportunity records by default upon qualifying a lead' option to Yes, But it will create account, contact and opportunity automatically.

Define lead qualification experience in Dynamics 365 Sales | Microsoft Learn

3.You mentioned that you do not create anything when a lead is qualified.

If so, you can use the following ways to customize it because that OOB settings can't achieve you goal.

1)'QualifyLead' action in the workflow:

https://meganvwalker.com/using-leads-without-creating-opportunities/

2)using plugins

https://dynamics.mittermair.pro/2018/02/03/qualifying-leads-and-how-to-prevent-creating-an-account-contact-or-opportunity/

https://debajmecrm.com/skip-account-contact-opportunity-creation-during-lead-qualification-in-dynamics-365/

3)using web api

https://debajmecrm.com/qualify-lead-in-dynamics-365-using-xrm-webapi/
4.Maybe you can change lead status to 'qualified' directly not using 'Qualify' button.

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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Ram Prakash Duraisamy 2,287 on at

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Hi,

you can simply use Business Rule to set the Same.

Note:

If you are using Business Rule make sure the fields are available in the form.

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Leah Ju Microsoft Employee on at

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Hi Partner,

Has the issue been resolved?

Have there been any updates? Please feel free to ask me any questions you may have!
If it has been resolved, can you mark the response as an answer?

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