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Customer experience | Sales, Customer Insights,...
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Are Dialog Boxes customizable in D365?

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2021.Dialog.pngI have a Dialog box with Optionsets. Are they customizable to have a new Default Value?

  • Suggested answer
    Pranjali Profile Picture
    on at
    RE: Are Dialog Boxes customizable in D365?

    No, you cannot customize it.

    There are few background WFs/Plugins that set the values in optionset fields, you can only change the value from UI but not the default values.

    If this helped you, mark as answer!

    Cheers!

    Pranjali

  • Community Member Profile Picture
    on at
    RE: Are Dialog Boxes customizable in D365?

    Thanks for the response. I wanted to know if we can change the Default values in an existing dialog box which is of the Type "Customizable : False". Your help is much appreciated.

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    meelamri Profile Picture
    13,216 User Group Leader on at
    RE: Are Dialog Boxes customizable in D365?

    You can choose between the non-customizable modal dialog experience (default setting) and the customizable form experience. Please refer to the documentation: 

    https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/customization-opportunity-close-dialog-box

    Check this blog, you will find all the steps in order to use the customizable form experience: 

    https://www.inogic.com/blog/2019/08/customization-of-opportunity-close-dialog-box-in-dynamics-365/

  • Community Member Profile Picture
    on at
    RE: Are Dialog Boxes customizable in D365?

    Can anyone from the community answer my question.

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