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Showing posts from July, 2021

Tip: Plugin not visible on Plugin Registration tool

 This can be among the rare scenario when you have completed your plugin and build the solution. When you try to register your Assembly, you might not see the plugin.  There are be various reasons for the same but the one simple reason we might not realize is that our main  class is not public. Mark the class as Public and your issue will be resolved.

Qualify Button on Lead not working

Problem Statement:  D365 CRM allows a wide range of customisations to be done, it also lets us modify the existing Out of Box functionality. However, if we are not aware of what backend actions are present on the OOB functionality, we might end up stopping the OOB functions. Once such scenario is when we, hide the fields, existing Company name and First name, Last Name from the Lead form. This fields are used to create Account and Contact records on qualifying Leads but while customizing we might want to use only  existing Account and Contacts. As Company name and First name, Last Name become irrelevant  for or scenario we might choose to hide their visibility or remove them from the form. If we do so, Qualify Button of Lead stops working.  So, here is what needs to be done. Create a new Section as DO NOT DELETE , Add the fields Company name and First name, Last Name to the section and hide the visibility of this section on the form. Now your fields are visible but the section is not,