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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.

    ------------------------------
    Todd Merrill
    Futuredontics
    Los Angeles CA
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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. 



    ------------------------------
    Nandita Nityanandam
    Marketing Head
    Synoptek
    Oakbrook Terrace IL
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 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





    ------------------------------
    Todd Merrill
    Futuredontics
    Los Angeles CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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