Hi all,
I am joining all those who already touched on this particular problem, when qualifying leads in CRM 2016 we would like to have a dialog option to choose to create only account/contact and not opportunity if we find it fit.
There are numerous solutions out there from creating a different business process which automatically deletes the create opportunity if some 'if' logic is satisfied or not.
There is also a creation of a dialogue box and an addition of a another button to complement the process. The latter, solution proposed by Jason Lattimer in his blog post is a neat solution and preferable for our business.
But we cannot get it to work on CRM 2016 Online.
Can someone give a hand and share the ideas what may go wrong or if there is a crucial step the tutorial is missing? Or of course if there is someone with a better idea, then by all means please share and if it works I'll send you bunch of warm, nice hugs, best wishes, regards, appreciation cards and all the digital goodies I can make.
Thanks! :)