How to create a customized button in a business process stage?

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Posted on by Dynamics try-to-be-...

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Dear all,

I have created a business process with three stages to manage our speaker leads:

In the first stage, I created a Lookup data field to make sure the newly acquired lead is already in the Contact entity:

As you can see, the Next Stage is to create a contact profile. How can I change "Next Stage" to a customized name changed to "Updating Contact" if the speaker is found in our contact entity? At the same, when I click on "Updating Contact" then the page will close this lead and direct me to the existing contact page.

Categories:

Leads or Opportunities

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Amit Katariya007 5,769 Moderator on at

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RE: How to create a customized button in a business process stage?

We can not hide the BPF buttons as It is a limitation.
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Naveen Ganeshe 3,392 Moderator on at

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RE: How to create a customized button in a business process stage?

Hello,

Unfortunately, you cannot customize the OOB next stage button.
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Pradeep Rai 5,490 Moderator on at

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RE: How to create a customized button in a business process stage?

Hi,

It is not possible to change the BPF Button Text as described in below link:

But you can write javascript which will trigger when user click next stage button of business process flow as described in below link:

https://www.crmcrate.com/feeds/using-javascript-for-moving-bpf-to-next-stage/