{Quick Fix} Qualify button on Lead not working in Dynamics 365

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!

Hope this helps

 

Debajit Dutta

(Dynamics MVP)

For training/ consulting please visit www.xrmforyou.com or write to us at info@xrmforyou.com

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Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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