Skip to main content

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, so we achieve our customization and the OOB Qualify functionality is also not hampered.  

Comments

Popular posts from this blog

Get Business Process Flow Stage Id using API Query

Developers may need to get the stage ids of BPF stages in order to use in power automate or JS. Here is a blog that will help. API Query-   https:// CRMURL.dynamics.com/ api/data/v9.0/processstages?$select=stagename&$filter=processid/workflowid eq BPFGuid   Eg: 1) Get the GUID of  Business Process Flow whose stage details you need. Replace below Query with Your CRM URL and BPF GUID. https://Test130.crm.dynamics.com/ api/data/v9.0/processstages?$select=stagename&$filter=processid/workflowid eq 9128E4D1-1234-4852-ABD0-A63A6ECA5C5D   Output:    The output will provide the stage name and ID.

Power Automate to Access SharePoint Recycle Bin

Introduction : A ccess Recycle Bin of SharePoint using Power Automate. Steps: Actions: select "Send an HTTP request to SharePoint" Enter the below details: Site Address: Select your site address from the list. Method: GET Uri, Headers: Refer the screenshot below. Pls. Note: Trigger used was When a File is Deleted- SharePoint Connector. Select Action "Parse JSON" In parse JSON, the content is the body of HTTP Response Enter the below Schema: { "type" : "object" , "properties" : { "odata.metadata" : { "type" : "string" }, "value" : { "type" : "array" , "items" : { "type" : "object" , "properties" : { "odata.type" : { "type" : "string" }, "odata.id" : { "type" : "string" }, "odata.editLink" : { "t

Dynamic, Multiple Recipients of D365 Email in Power Automate

When t he activity parties (TO, From, CC) ae static, we can easily send emails. However here is how we can set the activity party dynamically on the Email.    In above screenshot we can see the Activity party attribute is populated for single value and is static to only a single entity record GUID.   Solution: The create a record of Email message is as below, here we are entering the attributes of activity party, by clicking on "Switch to Input entire array" You will get the Array format, the participationtypemask is TO, FROM,CC while the partyid@data.bind is the email address. Now all you need to do is create a dynamic array, You can use append to array variable action to create an array with participationtypemask as per your requirement. Example: get all users whom you need to send email, append the user id to array. pass this array as input to the Activity Parties field in create an email record.