Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to create a Dialog on Account like Dialog in Opportunity to close as Won/Lost

Posted on by 145

Hi All. I have to create a dialog to win/lost Account just like Opportunity. I have created the same and its working. But the problem is after giving all the responses in the Dialog, the record doesn't reflect the changes. It works like background workflow process. To check the response, I have to refresh the page every time. Is there any way to reflect the changes immediately just like closing the Opportunity as Won/Lost...

Thanks in advance..

*This post is locked for comments

  • Tim Dutcher Profile Picture
    Tim Dutcher 2,100 on at
    RE: How to create a Dialog on Account like Dialog in Opportunity to close as Won/Lost

    There's a sample solution for this here: community.dynamics.com/.../108696

  • Wahab Abbasi Profile Picture
    Wahab Abbasi 145 on at
    RE: How to create a Dialog on Account like Dialog in Opportunity to close as Won/Lost

    Hi Andrii. Thanks for the advice. I have already tried that. The main problem is that just after calling the Dialog the code to refresh the window gets executed and doesn't wait to close or to give response to dialog. I want to refresh the page after crm user closes the dialog or gives response to it so that the changes that are made from dialog will get reflected immediately on the record window.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to create a Dialog on Account like Dialog in Opportunity to close as Won/Lost

    Hello,

    You can refresh your window using simple script - msdn.microsoft.com/.../dn481607.aspx

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans