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convert lead form - best way to modify? RRS feed

  • Question

  • Hello - I have a requirement to modify the Convert Lead form. Specifically, I've been asked to remove the Disqualify radio button section on the bottom half of the form. What's the proper/recommended way to do this?
    Wednesday, January 16, 2013 12:08 AM

Answers

  • It is built in dialog and you can't modify the system dialog.  In short it is not possible. 

    But you can create a custom html webresource to replicate the functionality. Create a new custom button and call your webresource.

    Here is the whole solution

    http://taoofcrm.com/2011/10/13/custom-qualify-lead-button-using-qualifyrequest/

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    Wednesday, January 16, 2013 1:00 AM

All replies

  • Hi,

    There is no support way to do that. But you have in this location “C:\Program Files\Microsoft Dynamics CRM\CRMWeb\SFA\leads\dialogs\conv_lead.aspx” the form of dialog for convert lead. You can modify the aspx and hide the radio button.

    Hope this helps.
    If i answered your question, please mark the response as an answer and also vote as helpful.


    Pedro Azevedo Crm Specialist 4.0\2011


    Wednesday, January 16, 2013 12:43 AM
  • It is built in dialog and you can't modify the system dialog.  In short it is not possible. 

    But you can create a custom html webresource to replicate the functionality. Create a new custom button and call your webresource.

    Here is the whole solution

    http://taoofcrm.com/2011/10/13/custom-qualify-lead-button-using-qualifyrequest/

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    Wednesday, January 16, 2013 1:00 AM