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Session Id : aULaTClzDM0P+Q02a9dRcr
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / When closing an opport...
Customer experience | Sales, Customer Insights,...
Suggested answer

When closing an opportunity won or lost why does a score/rating open

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Posted on 1 Feb 2025 19:47:36 by DebbieAG 26
Hi, I am a CRM Administrator and my users are asking why a pop up score/rating appears every time they mark an opportunity as won or lost? It does not happen for me as system admin. Any suggestions?
Categories:
Microsoft Dynamics CRM
Dynamics 365 Sales
  • Suggested answer
    CindyHaast2205 Profile Picture
    CindyHaast2205 33 on 02 Feb 2025 at 10:05:34
    When closing an opportunity won or lost why does a score/rating open
    When closing an opportunity won or lost why does a score/rating open
    Hey - that sounds strange if it doesn't happen as system admin... first thing that comes to mind is: are you using the same browser, or do you have any local settings that prevent pop-ups on your screen?
     
    My other question - does it happen for all opportunities or just certain ones? If the latter, then there may be custom code / validation rules, or workflows triggering the pop-up? Easy to check in Power Automate... but particularly, if you are using custom code I there may be JavaScript buttons, or visualforce pages, it's worth checking if these are behaving differently for different profiles. Sometimes, custom code might be targeting a specific profile or user type, causing the pop-up.
  • CindyHaast2205 Profile Picture
    CindyHaast2205 33 on 02 Feb 2025 at 09:40:00
    When closing an opportunity won or lost why does a score/rating open
    Hey - that sounds strange if it doesn't happen as system admin... first thing that comes to mind is: are you using the same browser, or do you have any local settings that prevent pop-ups on your screen?
     
    My other question - does it happen for all opportunities or just certain ones? If the latter, then there may be custom code / validation rules, or workflows triggering the pop-up? Easy to check in Power Automate... but particularly, if you are using custom code I there may be JavaScript buttons, or visualforce pages, it's worth checking if these are behaving differently for different profiles. Sometimes, custom code might be targeting a specific profile or user type, causing the pop-up.
     
     

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