How to add additional information to the closed opportunity form

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Posted on by mfrankel

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Hello community,

I want to be able to collect additional information for when an opportunity is closed; however, the close opportunity form is locked and uneditable. I'm wondering what the best way to do this would be and how. My thought is:

1) Trigger a dialog to appear when the closed opportunity form is loaded (or saved?)

2) The dialog would ask/allow for the user to select one or more of a multiple list of reasons for the opportunity closed.

3) The information would somehow be attached to the closed opportunity record. Would this require creating a custom entity that has opportunity as a parent and forcing the dialog record to that entity?

As always, your help is appreciated.

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ScottDurow 50,177 on at

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RE: How to add additional information to the closed opportunity form

Hi,

In addition to Jason's link to the Ribbon Workbench (thanks Jason), here is the tutorial for creating a dialog short cut button - ribbonworkbench.uservoice.com/.../140652-create-a-dialog-short-cut-ribbon-button

Cheers,

Scott
mfrankel 730 on at

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RE: How to add additional information to the closed opportunity form

Thank you Jason. As always, you are quite knowledgeable, courteous, and helpful.
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jlattimer 24,558 on at

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RE: How to add additional information to the closed opportunity form

Check out this tool for working with the ribbon - Ribbon Workbench the site has videos and tutorials.

These other links might help:

Welcome to the World of Dialogs - Part 1

How to start a Dialog from Application Ribbon (CRM 2011)
mfrankel 730 on at

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RE: How to add additional information to the closed opportunity form

Thank you for the answer Jason. I'm very new with CRM 2011. Can you provide a little more detail on the suggested process - Create new button, remove current button, attach dialog data to opportunity. Thank you.
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jlattimer 24,558 on at

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RE: How to add additional information to the closed opportunity form

You are on the right track with the dialog. It might end up being more user friendly if you added a custom ribbon button to launch the dialog to close the opportunity (and hide the existing buttons).Instead of creating a custom entity to hold the dialog data - one option might be to add it directly to the opportunity (might get messy if you allow re-opening opportunities). Otherwise a custom entity related to opportunity would work just fine.