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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Possible to create Chi...
Microsoft Dynamics CRM (Archived)

Possible to create Child records on a closed Opportunity?

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Posted on by Community Member

Hello,

Our Opportunity records allow users to create many child Opporunities within one parent Opportunity.  However, a lot of our Parent Opportunities have been closed and we still want to be able to create child records directly from the parent.  There is a grid on the parent Opportunity form that allows users to create new child Opportunities.  Is there a way to let users create these child Opportunities from closed parent Opportunities without reopening them?

Thanks!

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  • Verified answer
    rthompson Profile Picture
    rthompson 1,532 on at

    Hi,

    This is based on not reopening the closed parent Opportunities.

    You can add a button to the ribbon that would call a web resource to display an html form to allow a user to select on the close Parent Opportunities and add the child information that you would like to create from the parent.

    Or a Dialog to do the same as the web resource.

    Create a "action" using "global".   Pass in the arguments.

    Create a plugin to handle building the child opportunities for the close parent opportunity.

    I how this make since.

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