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Hello guys!
When closing an opportunity by Portals, either by the entity list option in the form, it doesnt show me the 'Close Opportunity' form which always displays in the CRM, with fields like Actual Revenue, Competitor, etc. I was wondering how can I do this. Right now I'm trying to do with an 'Edit' action but in the entity list, which instead of going to the edit form goes to the Close Opportunity form, using the entity ID (I saw that not all actions buttons you can pass the ID so I used the Edit instead). But I'm having trouble with which form to use. I know Dynamics has an Opportunity Close entity, but if I choose that entity form, when creating a Web Form or Entity Form in Portals it doesn't allow me to pass the Opportunity ID from the List to the form, it only maps to Activity ID which is the ID of the Opportunity Close Record already I guess. So I'm clueless what to do, should I use a form from the Opportunity entity instead? A custom form? And are there better ways to do this you guys know? Javascript? When he changes the status from open to closed or vice-versa it displays some form? Help!
Thanks :)
Hello Partner,
When you close an opportunity within CRM, you only see the Opportunity close dialog.
The opportunity close form is not used for any CRUD operation, it is also tricky to pass opportunity id as it gets modified during the process.
I'd recommend using a new custom form which updates the required attributes of opportunity Entity and maybe use a Workflow to close the opportunity on submit of this form.
Hope this helps,
Cheers!
Pranjali
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