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.

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

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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.

 

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Frank Lee, Microsoft CRM MVP since 2006
Workopia

About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.
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.

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