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Customer experience | Sales, Customer Insights,...
Suggested Answer

Add popup dialog/window

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Posted on by 65

I want to have a popup when user clicks on delete opportunity. That popup will have 3 options to choose from and user need to choose one of them before delete is confirmed. Initially we had dialog in dynamics but now it deprecated and creating a canvas app for this seems too much. Can anyone suggest any workaround to achieve this.

One way of achieving this is via Smartbutton  in ribbonworkbench. Can anyone guide me how to do that?

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Check following posts:

    butenko.pro/.../

    butenko.pro/.../

  • Ravinder Singh Jamwal Profile Picture
    65 on at

    Thank you for Xrm.Navigation.navigateto explanation but how can I have my option listed on the popup that get captured  as well. So if someone wants to have a view that defines opportunities closed by reason 1 ,2 or 3.I will have an optionset field created with 3 options and need this on the popup created using Xrm.Navigation.navigateto example.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    You can create Html/Js webresource that is described in the first url I provided and open it using Xrm.Navigation.navigateTo.

  • Ravinder Singh Jamwal Profile Picture
    65 on at

    Sorry but  I am not into coding. So cant go with that. Any alternates

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    I'm afraid you will have to do development anyway. If you don't want go really in deep in development you can check Alert.JS - github.com/.../alertjs

  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    If you are looking for smart button guide. See below article.

    develop1.net/.../smart-buttons-for-the-unified-interface

    If found helpful, Please mark my answer verified.

  • Suggested answer
    PhuocLV Profile Picture
    347 on at

    Yes. you can do that and easy desgin with http://crmdialog.phuocle.net

    also check the github.com/.../crmdialog for the documents.

    01.gif

  • Ravinder Singh Jamwal Profile Picture
    65 on at

    I have no clue how to work with that even after visiting your page and reading the details. Hard nut to crack

  • Ravinder Singh Jamwal Profile Picture
    65 on at

    I couldnt figure out even after going through the documentation. Can you help?

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