Open ''close as won'' dialog on Opportunity with Javascript

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Posted on by Daimy Tamis

Hi Dynamics 365 community,

I have a problem that I think has a relatively easy solution to it, but I can't find it myself.

In our Business process flow we have a phase, let's call it phase 3. As soon as you leave this phase and go to phase 4, you have completed the opportunity phase and are moving to a new entity. We would therefore like to see the opportunity be closed as won when this transition takes place. The fields in the 'closed as won' dialog may be filled in manually. To ensure that people actually do this, we want to have the 'closed as won' dialog open as a pop-up as soon as you move from one phase(3) to the other(4). If this is not possible, we want to activate the dialog as soon as a field in phase 3 is changed. Does anyone know if this can be achieved on the page with javascript and what the javscript code should look like?

Thanks in advance for any tips.

Greetings.

Daimy

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Daimy Tamis 45 on at

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RE: Open ''close as won'' dialog on Opportunity with Javascript

Sorry, I made a typo in function. It works perfectly like this. Thank you so much!
Daimy Tamis 45 on at

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RE: Open ''close as won'' dialog on Opportunity with Javascript

Hi Leah Ju,

Thank you for your detailed explanation. I have tried both methods. Method 2 works, but only if I go back from phase 4 to phase 3. Then the dialog appears. That will never happen, we won't go back in a phase. Method 1 seems more convenient to use. But if I copy and paste your code then I get an error when I change the field. error: ReferenceError: Web resource method does not exist:
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Community Member Microsoft Employee on at

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RE: Open ''close as won'' dialog on Opportunity with Javascript

Hi Daimy,

To load a Close as Won dialogue you can use following code:

Mscrm.OpportunityCommandActions.opportunityClose(1);

1.If you just want to open 'close as won'' dialog when one field has changed, All code you need is the code mentioned above.

(1) Js code

function openDialog() { Mscrm.OpportunityCommandActions.opportunityClose(1); }

(2) Add the code to the field you need on Change event.

For example, I select customer need field, when it’s value has changed, the dialog will open.

2.If you want to open 'close as won'' dialog when move stage3 to stage 4 in bpf, you can refer following steps:

(1) Js code:

function formonload() { Xrm.Page.data.process.addOnStageChange(getStage); // Trigger the function when move to next stage. getStage(); } function getStage() { var activeStage = Xrm.Page.data.process.getActiveStage(); var stageId = activeStage.getId(); var stagename = activeStage.getName(); if (stagename == "Close") //stage4 name { Mscrm.OpportunityCommandActions.opportunityClose(1); } }

(2) Add js to OnLoad event.

Regards,

Leah Ju

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