Hi,
We had a requirement of not allowing the user to convert the lead to an account or contact through the convert lead dialog box.
That required change the soucre code of the convert lead dialog box’s web page. (This is not supported)
I found the page at the following location
“C:\Program Files\Microsoft Dynamics CRM\CRMWeb\SFA\leads\dialogs\conv_lead.aspx”
Opened it in Visual Studio 2005
and used the div tag for hiding the check boxes for account and contact.
<tr >
<td>
<div style=”display:none;” >
<input class=”checkbox” type=”checkbox” id=”cbAddAccount” onclick=”updateUIState()” <%= (Microsoft.Crm.Security.User.GetPrivilege(CurrentUser, Privileges.CreateAccount )) ? “editable” : “disabled” %>>
</div>
</td>
<td>
<div style=”display:none;” >
<label for=”cbAddAccount”><% =Microsoft.Crm.CrmEncodeDecode.CrmHtmlEncode(Util.GetFmtObjName(Util.Account, Util.NameFormatStyle.Singular)) %></label>
</div>
</td>
</tr>
<tr >
<td>
<div style=”display:none;” >
<input class=”checkbox” type=”checkbox” id=”cbAddContact” onclick=”updateUIState()” <%= (Microsoft.Crm.Security.User.GetPrivilege(CurrentUser, Privileges.CreateContact )) ? “editable” : “disabled” %>>
</div>
</td>
<td>
<div style=”display:none;” >
<label for=”cbAddContact”><% =Microsoft.Crm.CrmEncodeDecode.CrmHtmlEncode(Util.GetFmtObjName(Util.Contact, Util.NameFormatStyle.Singular)) %></label>
</div>
</td>
</tr>
It worked !!
Bye..
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Thanks for sharing this information. It is very helpful.
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Hi,
I am not able find this .aspx page. Can you please help me out?
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Hi,
I have the requirement to prevent the duplicate account creation through convert lead. I am preventing the duplicate creation by injecting an exception in pre create of account entity. But when i convert lead to both account and contact, and if the account is duplicate , exception triggers, and both account and contact are not getting created . Can you provide any suggestions on this..
Thanks
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