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I have been working with Customer IT Team on a Dynamics 365 project and we have been doing kind of fancy stuffs, new features and what not. And suddenly we are being reported that Qualify button on lead form is not working. However the same is working from the “Home Page grid”.
First glance and I thought – Must be some silly tampering with the Qualify button. However one quick inspection with Ribbon Workbench negated that suspicion. How can such a stuff working for years can’t work all of a sudden in our environment? Product Bug? Can’t be for sure. It’s been working for years!
After beating around the bush, we finally decided to keep a back-up of our customizations and restored vanilla lead form from different environment. Qualify button started working like piece of cake.
In curiosity, to find out what caused the issue, I started removing one field after the other and finally found that the magic field was “Company Name” field. The moment I removed that, Qualify stops working.
Strange isn’t. But that’s how it works.
Honestly, Qualify button may not work for host of reasons but if you find yourself banging your head over this functionality, this article might just make your day!
If you haven’t yet tried Microsoft Dynamics 365, you’ve come to the right place. Let’s go over the basics. This cloud-based platform builds and expands upon the features of Microsoft Dynamics CRM 2016 while allowing you to access and upload data anytime, anywhere. It focuses on and unites the things that matter most to your business: people, data, and processes.
Big or small, non- or for-profit, Microsoft Dynamics 365 offers something for every organization Subscriptions are flexible and allow you to purchase the specific apps and access levels that make the most sense for you. If you don’t need the functionality of an app, you don’t have to pay for it. If 90 percent of team members don’t need administrative privileges, the price reflects it, with user licenses available for as little as $8 per month.
Combining customer relationship management (CRM) and enterprise resource planning (ERP) tools, Microsoft Dynamics 365 provides everything from customer-facing portals and automated email marketing campaigns targeted at specific markets to coordinating across departments and scheduling the appropriate resources based on skill, location, and availability.
Dynamics 365 can aid your customer engagement, employee empowerment, operations optimization, and product transformation efforts, and take your business to the next level.