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Microsoft Dynamics CRM (Archived)

custom "create order dialog" in quote

Posted on by 250

Hi Folks,

Is there any way to custom "create order dialog" within quote form? I need to set default value the radio button to "don't update opportunity" instead of "close opportunity".

I attached the dialog screenshot on below.

create-order.png

thank you in advance

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: custom "create order dialog" in quote

    Hi,

    There is no out of box way supported to change this dialog box but you can relace this with your custom functionality i.e. create you own custom button which loads your custom html web resource with required data. This will require a lot of effort so do assess this before implementing and see if it worth to change this or just hide the button completely and let the users create order from either a subgrid or navigation.  

    Hope this helps.

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