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Microsoft Dynamics CRM (Archived)

How to link each stage with Section under opportunity

Posted on by 815

Hi,

On the Dynamic CRM 2016, Inside Opportunity, how to link each stage with section.

Example: Discovery stage should link with Summary, proposal stage with price list?

Please help !

*This post is locked for comments

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at
    RE: How to link each stage with Section under opportunity

    Hi Rawish,

    Thanks for the best advice !

  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: How to link each stage with Section under opportunity

    Hi Syed,

    Okay, but no one will give you a "ready to go" code that you can use.

    i think the blog i suggested ; he had similar requirement like you but if you didnt understand it. i would suggest you to learn CRM basics and small javascript method that you can use.

    community.dynamics.com/.../187254

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at
    RE: How to link each stage with Section under opportunity

    Hi Srujan,

    Thanks for the prompt response, just need little deep explanation, i am from IT technical back ground.

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at
    RE: How to link each stage with Section under opportunity

    Hi Rawish,

    Thanks for the prompt response, just need little deep explanation how to do it, i am from IT technical back ground.

  • Suggested answer
    Srujan K Profile Picture
    Srujan K 317 on at
    RE: How to link each stage with Section under opportunity

    Use the Xrm.Page.data.process.addOnStageChange method to add event handlers for this event and then you can Hide-UnHide Fields/Tabs/Sections accordingly using the Java Script Code.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: How to link each stage with Section under opportunity

    Hi Syed,

    I think you can use javascript and there is a very good post on this :

    community.dynamics.com/.../how-to-make-a-business-process-flow-driven-form-in-dynamics-365

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