CRM Close Quote Dialog Box Customization

The company uses CRM in accordance with its own business processes and does not need to create order orders after signing a contract, but closes it directly.

However, the default closing window for quote is as follows:

The first problem is that "Status Reason" has only three options above, and it's not a good fit, and the default option is to create revised quote, which is not in line with the company process.

You can actually create a ribbon button that is implemented with a specific action, but you do not want to add additional development, and eventually choose the following steps:

1. Modify StatusCode to add a new label under closed status

2. Go to CRM application Server, modify C:\Program Files\Microsoft Dynamics Crm\crmweb\sfa\quotes\dlg_close.aspx, insert the following code window.onload function

true ;d Ocument.getelementbyid (false;

The code after the modification

<script language= "JavaScript" >varOargs =NULL;functionwindow.onload () {document.getElementById ("Rdnorevisedquote"). Checked =true;d Ocument.getelementbyid ("Rdcreaterevisedquote"). Checked =false; Oargs=getdialogarguments ();if(! <%= _cancloseopportunity.tostring (). ToLower ()%>) {lbcloseopp.disabled=true; chkcloseopp.disabled=true;} Quotenumber.innertext=Oargs.quotenumber;revisionnumber.innertext= Oargs.revisionnumber;

After the change, the result becomes the following

This approach is actually a problem, the subsequent upgrade is not supported, here is just a way to add a solution to the Ribbon button

CRM Close Quote Dialog Box Customization