Hi everyone
I am new to CRM so please forgive my lack of knowledge. This requirement is for dynamics 365 2016 v9
I have a requirement then when a user clicks "Qualify Lead", A pop up should be displayed asking for a required "Opportunity Name" field. If the user inputs the value for opportunity name and click okay then the Qualifying Opportunity will be created with that name. If user clicks cancel then the lead should not be qualified.
What is the easiest way to achieve this? Please if anyone can explain step by step as I am new.
Thanks a lot.
Syed Mohsin