In this blog, we share a lesson learned when using a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
Microsoft Dynamics CRM UR 12 is here! Amidst of all the cool new features of UR 12, like process based forms and cross browser support (click here to see more on UR 12), there have been a few minor issues we've come across.
One is the inability to convert a lead record into a Contact, Account, and/or Opportunity. When a user attempts to click on the Qualify button in the ribbon, nothing happens!
So how do we fix it?
Check to see if the Currency field is on the Lead form. If it is not, you will need to add the Currency field to the Lead form. Here's how:
1. On the Lead form, click the Customizations tab, then click Form.
2. Add the out-of-the-box Currency field back to the form, then save and publish.
3. Test by opening up an existing open lead record. Click the Qualify button.
Also, if you do not want to display the Currency field, you can simply hide it. We've even got a handy post on hiding fields on the form.
Hope this trick resolves this minor issue! If you have any other questions or come across any new issues, please let us know.