Create custom close opportunity

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Posted on by Syed_Faisal

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Hi,

I have imported Ribbon Bench and able to create button as "Close Opportunity". I just want to know how to link custom web page or Workflow to close opportunity to "Button".

Rule is : When clicked on Close Opportunity button and should ask info to enter and close, this can be do through java script. if yes, please let me know how to write code.

Can you please share steps to do it ?

Regards

Faisal

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Mahendar Pal 45,095 on at

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Hi,

If you want to capture some quick data from user, you can create a html webresource where you have have your html fields and there you can use JavaScript WebAPI call to close opportunity.

Otherwise you can directly call your JS method from ribbon button.

You can use this sample code in your html page to close it.

community.dynamics.com/.../how-to-close-opportunity-as-won-using-webapi

You can use parent.Xrm to refer context to get server URL and other details

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Preeti Sharma 2,678 on at

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Hi,

Another way is just duplicate the close opportunity button and create a new button. On click of that button you can call your custom web resource ( can be html) through javascript and work as you wish.

Following link may help you to call any web resource from ribbon button:

msdn.microsoft.com/.../jj602956.aspx;MSPPError=-2147217396#BKMK_OpenWebResource

To create ribbon button you can use Ribbon workbench. Download it from below:

www.develop1.net/.../ribbonworkbench.aspx

Hope this helps:)

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Syed_Faisal 815 on at

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I have created button and now need to create html page.

I can create html page but not sure how to link javascript, can use rest builder ?

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Alex Fun Wei Jie 33,628 on at

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Hi,

you can refer to below post on how to use javascript in html.

arunpotti.wordpress.com/.../html-webresource-example-in-crm

use webapi to close opportunity

community.dynamics.com/.../how-to-close-opportunity-as-won-using-webapi

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Mahendar Pal 45,095 on at

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Yes, you can use rest in html page, please refer examples in my blog for example this one: http://himbap.com/blog/?p=911 where REST is used, this is for older version but will give you idea how to use REST over html web resource.

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Preeti Sharma 2,678 on at

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Hi,

Yes you can use Rest Builder and create request there. Following links may help you further:

arunpotti.wordpress.com/.../html-webresource-example-in-crm

mahenderpal.wordpress.com/.../html-web-resource-in-ms-crm-2011

Hope this helps:)

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