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Not able to Qualify multiple Leads from a View (missing button)

  • 1.  Not able to Qualify multiple Leads from a View (missing button)

    Posted Mar 28, 2020 04:06 PM
      |   view attached
    First time posting on the forum. Thanks in advance for your counsel. We are using Dynamics 365 v9 (online) and recently switched to the Unified Interface. In the "classic" UI - we had the ability to select multiple Leads from a View and the Qualify button was visible - allowing us to qualify selected records at the same time. Since the cut-over to the Unified Interface - the Qualify button isn't available (Disqualify is). I've been reviewing Scott Durow's videos and learning about the Ribbon Workbench... I'm carefully exploring/experimenting in our Dev sandbox... but have yet to resolve our issue. Any guidance is greatly appreciated.

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    Todd Merrill
    Futuredontics
    Los Angeles CA
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  • 2.  RE: Not able to Qualify multiple Leads from a View (missing button)

    SILVER CONTRIBUTOR
    Posted Apr 06, 2020 06:35 AM

    Hi Todd,

    Firstly, In order to Qualify a Lead in CRM, the user will obviously need at least User level Read/Write/Create permissions on the Account, Opportunity, Contact, and Lead entities.

    Please note that only open leads can be qualified. Follow the below steps to mass qualify the leads from a view.

    For Instance: I have created a view called "My Open Leads" multiselect all the leads you want to qualify from the view as shown below and click on qualify and the leads are qualified and migrated from this view.


    This answer is provided by Sonia Chudasama, Sr. Functional Consultant, Dynamics CRM, Synoptek. 



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    Nandita Nityanandam
    Marketing Head
    Synoptek
    Oakbrook Terrace IL
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  • 3.  RE: Not able to Qualify multiple Leads from a View (missing button)

    Posted Apr 06, 2020 04:01 PM
    Thanks Nandita, I understand all the basic rules and functionality you are describing in your post... but that isn't really addressing my issue. My "Qualify" button disappeared after we switched to the Unified Interface and was not visible as soon as I started "multi-selecting" Leads from a similar View.

    Working through Scott Durow's videos and learning about the Ribbon Workbench... I was able to find my issue. By removing this Enable Rule... the "Qualify" button re-appeared when I stared "multi-selecting". Thank you for your reply!

    this is the Enable Rule that I ultimately removed to solve my issue





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    Todd Merrill
    Futuredontics
    Los Angeles CA
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  • 4.  RE: Not able to Qualify multiple Leads from a View (missing button)

    TOP CONTRIBUTOR
    Posted 22 days ago
    @Todd Merrill I just came across your post. I am having the same issues. I noticed that switching over to the new UI it removed my qualify button on multiple leads to select at once and only lets me disqualify. Can you please tell me what you used on the XRM side so I can change this to give both options? I couldnt see your screen shot well.
    I also am running into issues where I have 2 leads from the same company and when I qualify them I am getting two of the same accounts instead of 1 account and 2 contacts from the leads. ​

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    Heather L
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  • 5.  RE: Not able to Qualify multiple Leads from a View (missing button)

    Posted 22 days ago
    Hi Heather ~ OH NO!!
    I'm so sorry you're experiencing this! This was some time ago... and at the time, I'd just lost my really talented CRM Admin to another company... and so I think I fixed this in a kind of blind panic. I found and watched Scott Durow's videos regarding the "Ribbon Workbench". If you google for him "scott durow ribbon workbench" you'll see his series of how-tos. He's a great teacher. I didn't realize that the ribbon is in a way a completely separate piece of machinery from the other parts of Dynamics 365.
    In my troubleshooting, I had the luxury of a Dev sandbox and a Staging sandbox... and I think I just kept BANGING and trying things in my Dev environment until I got it to work. My snapshots show various rules that you can see once you open the ribbon workbench... there was a specific rule that once disabled "Mscrm.Form.lead.IsNotUCI" ~ allowed me to see the "Qualify" button again.
    I really hope I can be some help to you...

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    Todd Merrill
    Futuredontics
    Los Angeles CA
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  • 6.  RE: Not able to Qualify multiple Leads from a View (missing button)

    TOP CONTRIBUTOR
    Posted 22 days ago
    thank you- I will take a look!
    I also just realized that when we import leads from Zoominfo the phone number pulls from the lead itself and goes to the account phone number. is that how it always is?
    I guess I never realized or thought about it before. but it could be how Zoom is configured to pull in.

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    Heather L
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  • 7.  RE: Not able to Qualify multiple Leads from a View (missing button)

    Posted 22 days ago
    I think that is probably "out of the box" behavior... but of course D365 can be configured with limitless possibilities. When we qualify a Lead - the People data from it is passed to create the Contact (like email and mobile number)... and the Business data (like company name, address, city, state and main phone) is passed to create the Account. Good luck today!

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    Todd Merrill
    Futuredontics
    Los Angeles CA
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  • 8.  RE: Not able to Qualify multiple Leads from a View (missing button)

    TOP CONTRIBUTOR
    Posted 22 days ago
    yes- that is how it should be configured but I noticed when we use Zoominfo to import leads etc that the phone number is pulling from the lead or contact and not the account - so I wonder if that is an issue with the 3rd party or if we can still configure it on our end.

    I will research how to configure in CRM and take a look at our set up- thanks!

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    Heather L
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  • 9.  RE: Not able to Qualify multiple Leads from a View (missing button)

    TOP CONTRIBUTOR
    Posted 14 days ago
    @Nandita Nityanandam Is this an OOB function or a custom button because I dont have the qualify option when I try to bulk qualify - regardless if I am in the Lead view or I pull the report in advanced find. I can only see to qualify one at a time. ​

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    Heather L
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