Customizing Convert Lead dialog box in CRM 4

This is an unsupported customization, where we would be hiding the account option from the convert lead dialog box.

For doing so,

Find and open the conv_lead.aspx page on your crm server.

Inside the function window.onload add the following code

 function window.onload( )
{

// add the following line of code to hide the checkbox
document.getElementById('cbAddAccount').style.display ='none';

and to hide the label by commenting out the following tag

<label for="cbAddAccount">
<% =Microsoft.Crm.CrmEncodeDecode.CrmHtmlEncode(Util.GetFmtObjName
(Util.Account, Util.NameFormatStyle.Singular)) %></label>


Just remember this is unsupported.

Or use the following JavaScript

document.getElementById(‘cbAddAccount’).style.display = “none”;
document.getElementById(‘cbAddAccount’).parentNode.parentNode.childNodes[1].childNodes[0].style.display = “none”;

Bye.


Author: Nishant Rana

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

5 thoughts on “Customizing Convert Lead dialog box in CRM 4”

  1. What is the event/message name for converting an e-mail to a case? I need to register a plugin on this event before the e-mail is converted to a case.

    Like

  2. I am trying to map one of the fields in Lead to a contact record during the Conversion of lead to Contact. I registered in Post create of contact ,asynchronous,child pipeline. But am not even able to trigger the plugin to debug it! Can you let me know if am doing anything wrong here.

    Like

    1. Hi,

      I was able to debug the plugin when registered in asnychronous, child pipeline on post create of contact ( from lead conversion box)
      Have you attached your debugger to both w3wp.exe and CrmAsyncService?
      Try by restarting CrmAsyncService and then attaching the debugger to it.

      Let me know about it !

      Like

  3. Hi Nishant,

    I am trying to map one of the fields in Lead to a contact record during the Conversion of lead from Contact. I registered in Post create of contact ,asynchronous,child pipeline. But am not even able to trigger the plugin to debug it! Can you let me know if am doing anything wrong here.

    Like

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