Modifying the Convert Lead Web dialog box in CRM


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..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

3 thoughts on “Modifying the Convert Lead Web dialog box in CRM”

  1. 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

    Like

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