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To make "open newly created records" ticked by default during qualify lead to opportunity RRS feed

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     Dear All,

     I have been part of the customization for crm 2011. I have a requirement where in i need to get the open newly created records ticked by default when the qualification screen is obtained.

    Is this feasible? Would be glad if somebody could provide me a way to go ahead with this customization.

    Thank You

    Regards

    Harsh.P.Ajgaonkar

    Monday, June 25, 2012 11:16 AM

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    You can do these things by underpage javascript. Get the qualification page at crm 2011. It is in the CRMWEB like a folder Microsoft Dynamics CRM\CRMWeb\SFA\leads\dialogs

    You can modify it to do so by javascript. Bu i dont think that it is supported...


    Wednesday, June 27, 2012 2:45 PM
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    Hi Harsh,

    Erman is correct, that is an unsupported change so you may find you need to make the same change each time a rollup is applied.

    As an alternative, you could investigate adding a new 'Convert' button to the lead that presents a Silverlight web resource in a window that provides the same functionality as the standard lead conversion button then opens the 3 records. Quite a bit of extra development to reduce a few button clicks but at least it would be supported.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Wednesday, June 27, 2012 9:28 PM
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    You can do these things by underpage javascript. Get the qualification page at crm 2011. It is in the CRMWEB like a folder Microsoft Dynamics CRM\CRMWeb\SFA\leads\dialogs

    You can modify it to do so by javascript. Bu i dont think that it is supported...


    Wednesday, June 27, 2012 2:45 PM
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    Hi Harsh,

    Erman is correct, that is an unsupported change so you may find you need to make the same change each time a rollup is applied.

    As an alternative, you could investigate adding a new 'Convert' button to the lead that presents a Silverlight web resource in a window that provides the same functionality as the standard lead conversion button then opens the 3 records. Quite a bit of extra development to reduce a few button clicks but at least it would be supported.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011

    Wednesday, June 27, 2012 9:28 PM
    Answerer
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    Thank you all for your support.

    Regards

    Harsh P Ajgaonkar

    Thursday, June 28, 2012 9:21 AM