Hello,
I am implementing one CRM solution in Dynamics CRM 2015 online.
I have cloned Lead form for 3 different security roles. And assigned roles accordingly.
Now, when user clicks on Disqualify button on the top, it should show status based on Security roles.
For example,
1. When security Role A user clicks on Disqualify button, he should see only Lost, Cannot Contact status.
2. When security Role B user clicks on Disqualify button, he should see only No longer interested status.
similarly for Security role C.
Is there any way to achieve this ?
Please suggest.
Thank you
