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!

Dynamics CRM UR 12 – Cannot Convert Lead

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.


Voila!

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.

Happy CRM’ing!

  • Anand

    this did not work for me

    • Anand

      I still get the script error “transactioncurrency.id is null or not an object”.

      • alexfagundes

        Hi – When you add the currency field in your form, do you see your currency such as USD ?
        And if you are in crm 2013 this functionality has changed…..

  • On Purpose
  • Pingback: CRM 2011 – Error Loading Pages after Installing Update Rollup 12 - PowerObjects- Bringing Focus to Dynamics CRM - Microsoft Dynamics CRM - Microsoft Dynamics Community

  • Linh La

    me too, can not convert. Anyone can help?

Return to Top ▲Return to Top ▲