Date and Time Data Type Available in Dialog


One of the nice enhancements in Microsoft Dynamics CRM 2011 Update Rollup 5 (UR5) is the Date and Time data type support in Dialog.

image

This allows for more practical Dialog solutions.  One common requested Microsoft CRM sales change is modifying the Close Opportunity window. 

image

However, there is NO supported way for modifying this Close Opportunity behavior or display (similar to Qualify/Convert Lead window).

One option is to use a Dialog to replace this Close Opportunity function.  I would hide the default “Close Opportunity” ribbon element and instruct the users to invoke the Close Opportunity dialog instead.

Link to more details on Microsoft CRM 2011 UR5 enhancements.

 

Contact me if you need help with your Microsoft CRM. Free Estimate.

FREE Microsoft CRM Online 30 Day Trial access with our Professional Assistance!

Frank Lee, Microsoft CRM MVP since 2006
Workopia

Advertisements

About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in CRM 2011, Dialog, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Update Rollup and tagged , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s