Hi folks,

this is the first part of a few steps in the process of overriding the default out of the box Lead Qualification process. You might want to do this for various reasons, but the most common is to validate the existence of Account and Contacts, to notify a Manager, and to request approval/permission to Qualify a Lead.

This first step deals with removing the Qualify Lead button.

image

In order to do this, note that the Qualify Lead options shows in two places:

  • In the main window
    • image
  • In the Lead window
    • image

By now you should have the SDK downloaded. Go to the following folder in the SDK:

SampleCode\CS\Client\Ribbon\ExportRibbonXml\ExportedRibbonXml\leadribbon.xml

Find the IDs of the buttons, as we will use these in the next step.

Create a new solution, and add the Lead entity to it. Export this solution, save it locally, and unzip the file. Open up the file called customizations.xml

Look for the Lead section in the xml, and find the <RibbonDiffXml> tag. Within this tag, change the <CustomActions /> tag to read as follows:

<CustomActions >
<HideCustomAction Location="Mscrm.HomepageGrid.lead.ConvertLead" HideActionId="Mscrm.HomepageGrid.lead.ConvertLead.HideAction" />
<HideCustomAction Location="Mscrm.Form.lead.ConvertLead" HideActionId="Mscrm.Form.lead.ConvertLead.HideAction" />
</CustomActions>

Now re-pack the solution and re-import it. Make sure to publish all customizations.

Check your Lead entity. It should look as follows, with no Qualify button:

image

Enjoy!

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