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Hi Guys,
Can we customize the Convert to Opportunity dialog, so that the customer field can only be account rather showing contacts?
Thanks & Regards
Hi Abdul,
There is an Example of custom convert to opportunity dialog here. You can download the solution, modify it and install it.
Hi Clofly,
Thank you for the possible solutions for writing the custom dialogs or using button with action, or custom html webresource,
most probably we are going to develop an custom dialog approach.
my only question now is, can this dialog be made available for all the activities? or need to call this on individual activity like (task, email, phonecall, appointment) by suppressing the existing convert to dialog?
Kind Regards,
Abdul Raziq
Hi Abdul,
We couldn't customize OOB dialog and only work with alternative.
There are 3 mehods in my thought:
Method 1:
1. Create a web resource with similar lookup to Convert to Opportunity dialog.
2.1 Collect data from form with client API.
2.2. Add Web API request for creating a new opportunity record in the web resource.
2.3 Add valid data check function.
3. Add another js code to make regarding field to show only account type records.(*)
4. Disable default button with Ribbon Workbench and create a custom button to show our own web resource dialog.
5. Submit data to create a new opportunity record with data.
(*): We do pre-select customer on form because lookup is not available in custom web resource.
Method 2:
1. Make a custom dialog in solution xml file.
https://blog.thenetw.org/2019/06/10/dynamics-365-custom-dialogs-in-uci-part-3/
2. Create a custom button with Ribbon Workbench and run both openDialog and create record function in same function.
(Finally we still make a Web API request to create record)
Method 3:
Replacing a Dynamics 365 Dialog with an Embedded Canvas PowerApp:
https://readyxrm.blog/2019/02/24/replacing-a-dynamics-365-dialog-with-an-embedded-canvas-powerapp/
Regards,
Clofly
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