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Customer experience | Sales, Customer Insights,...

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Custom Dialog "Close as Lost"

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Posted on by DKaushik

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Hi All,

I need to create a custom dialog to capture certain information while marking Opportunity Lines as "Close as lost". What is the best way to achieve it ?

1. Custom Canvas page and then call the page by java script

2. HTML Resource

3. .Net page

or if there is a better out of the box way to achieve it.

Thanks

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Microsoft Dynamics CRM

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Kunal G 8 on at

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Custom Dialog "Close as Lost"

Hi Kaushik,

The recommended modern approach is option #1 create a Custom Page (Canvas App) and call it via JavaScript using Xrm.Navigation.navigateTo() when the user clicks Close as Lost.
It gives you a rich UI for capturing additional details (dropdowns, text boxes, reason codes, etc.).

Xrm.Navigation.navigateTo(
{
pageType: "custom",
name: "new_CustomDialogPage"
},
{ target: 2, width: { value: 500, unit: "px" }, height: { value: 400, unit: "px" } }
);

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