Scenario :
You may not want
to create account record or create opportunity record or both. I do not want to
replicate the same content here
. This article is very much informative but its lacking of giving comprehensive
process to the end user. i.e : Once you have hooked the plugin up with the
qualify lead message, the subsequent process is hindered. The page freezes and
user does not realize the lead is qualified. This may end up with multiple
clicks and multiple error messages, as the lead is already closed.
Solution :
1.
Follow up the article and bind the plugin for the qualify lead message.
2.
Write a javascript to show a notification to the user and reload the
current record. My script is as follows :
function
ShowQualifiedNotification(logicalNameOfEntitiy, recordId){
Xrm.Utility.alertDialog("The
selected lead is
qualified",function(){Xrm.Utility.openEntityForm(logicalNameOfEntitiy,
recordId)})
}
3.
Upload the above javascript as webresource.
4.
Install Ribbon work bench from here.
5.
On the form section, right click on Qualify, and click on Customize
Command as below.
6. Add a new step to the existing two commands, with a new javascript function you have written.
7. Add CRM type parameter as above.
8. Publish the solution
Now once you
clicked the qualify lead, you will get a notification and the record refreshes.
