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.
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