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Microsoft Dynamics CRM (Archived)

CRM 2011, I have a checkbox on an appointment to create an opportunity is there a way to have it automatically open at that time?

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Posted on by sjmeiners

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I have a checkbox on an appointment to create an opportunity is there a way to have it automatically open at that time?

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AaronRic 10,035 on at

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Re: CRM 2011, I have a checkbox on an appointment to create an opportunity is there a way to have it automatically open at that time?

By default in CRM 2011, on the Ribbon, there is a Convert Activity dropdown you can select to convert the Appointment to an Opportunity. When you select this, there is a checkbox you can select that will automatically open the new Opportunity after it has been created.

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