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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to disable/Enable ...
Microsoft Dynamics CRM (Archived)

How to disable/Enable Close as Won on Opportunity Form based on Business Process flow required Fields

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Posted on by johny_crm 735
  1. I would like to disable Qualify button on the lead entity on form load until some particular fields on the form  have been populated. I don’t want to make the field mandatory on form Save as I want users to be able to save the record with or without data in the particular fields but I don’t want them to qualify the lead unless the fields are populated.
  2. I would like to do exactly the same thing as mentioned above for the Opportunity entity where the close as won button  is disabled on the ribbon until particular fields are populated for each business process stage. As it is now, you cannot move from one stage to another without populating the required fields but you can close as won even without populating the required fields on the Business process flow.

Any code samples or guidance on how to go about doing this please?

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  • Verified answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    You can use an EnableRule with a ValueRule to hide the button in CRM2013 - see ribbonworkbench.uservoice.com/.../121427-enable-disable-a-ribbon-button-dynamically-based-o

    You will need to add your custom EnableRule to the existing Close button - so:

    1. Create a solution containing just the opportunity entity

    2. Load the solution into the Ribbon Workbench for CRM2013 (download and install first - ribbonworkbench.uservoice.com/.../71374-1-getting-started-with-the-ribbon-workbench)

    3. Locate the close as won button and Right Click - Customise Command (not customise button!)

    4. Open the command added to the solution elements and Right Click edit the EnableRules - you can add your custom enable rule that uses the ValueRules to test for what ever form values you need.

    Hope this helps.

    Scott

  • johny_crm Profile Picture
    johny_crm 735 on at

    Thanks Scott. Much Appreciated. This has fully answered my question

  • Community Member Profile Picture
    Community Member on at

    Hi, Scott-

    Thanks you the post.  We have Ribbon Workbench 2013 installed as well.  Do you have YouTube to learn how to use this tool?  I try to enable and disable the Close Opportunity button as well.  It seems that I will not be able to use the Value Rule.  I have to write JavaScript custom code.  Where do I store my javascript functions(library)?

  • Community Member Profile Picture
    Community Member on at

    Sorry, I was able to created the EnableRule, however, it hides the button.  I want to display the button, but not clickable.  Can we do that?

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    In CRM 2013/2015 disabled buttons are hidden to save space and make the UI cleaner. There is no way of disabling a button by greying it out.

    Hope this helps,

    Scott

  • Community Member Profile Picture
    Community Member on at

    Scott - After following Opportunity Business Process from Qualify to Close to Finish - is there a way to automatically ask them or (take them to) Close a Won or Close as Lost. Otherwise they will close the Business Process - see Finish in Green think all is done BUT forget to Close the actual opportunity.  I have searched to see if you can have a pop up a message to alert user to Close as WON or LOST but that doesn't seem to exist. Thanks. Michael

  • Community Member Profile Picture
    Community Member on at

    Hi MicTate, did you ever receive an answer in the end? I am currently looking to Close an Opportunity as won when the business process flow is finished but I am finding no obvious route to do this.

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