Hello experts,
Lead Qualification process issue as mentioned below for Lead BPF.
On the lead BPF form there exists two fields as “Existing Contact” and “Existing Account” which are available to add Related Contact or Account already available. Based on the combination matrix mentioned it creates New Account, Contact and Opportunity while Qualifying the Lead.
Even if you have not filled up those fields, still those two fields will pop up during the Lead Qualification to check for Duplicates depending on the Duplicate Detection Rule applied for Account and Contact.It works fine till here.
Once i hit SAVE button on potential duplicate window the Duplicate warning popup window appears with EMPTY Account and Contact lookups and doesn't allow me to select value. So i would like to display value in both the lookups to select by user using OOB way of doing it instead of custom code plugin & js code.
This issue was there since CRM 2013 onwards. Is this fixed in CRM 2015 or CRM 2016 onpremise?
I am working with Dynamics CRM 2016 onpremise. Can any one please confirm this.
And for reference i am referring this nice blog post- https://ashwaniashwin.wordpress.com/2014/04/09/modify-lead-qualification-process-in-microsoft-dynamics-crm-2013/
Thanks
Dkumar