Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to customize popup form on "close as Lost" ribbon button

Posted on by 70

Hello,

I have create a new custom button called "Drop" on a opportunity form using the ribbon workbench.

On that button i need to open a popup form as on "Close as lost" button.

as shown below.

565014.Untitled.png

but in that form i need to capture different fields,and call the form on a ribbon.

i am finding the trouble to do that .

what should i do to achieve this?  

Thank you in advance.

*This post is locked for comments

  • Suggested answer
    Meena Kannan Profile Picture
    Meena Kannan 230 on at
    RE: How to customize popup form on "close as Lost" ribbon button

    Hi Suraj,

    You cannot customize OOB html screen. Create your own HTML screen and call it on button click using URL action.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How to customize popup form on "close as Lost" ribbon button

    You cannot customize this form. However you can create your own HTML webresource and call it from the ribbon button.

    Few similar links-

    social.msdn.microsoft.com/.../crm-2011-online-close-opportunity-form-using-custom-dialogs

    community.dynamics.com/.../160469

    community.dynamics.com/.../189434

    crmtipoftheday.com/.../replace-standard-system-dialogs

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans