CRM Online, Opportunity Close dialog box RRS feed

  • Question

  • Hi,

    In 2015, when you close the opportunit as won/lost, Opportunity Close dialog box does not pop up.  After upgraded to 2016, when user closes an opportunity, the Opportunity Close dialog box appears again.  How do we make the dialog box never shows up while the opportunity can still be closed as won/lost?  Thanks.

    Tuesday, June 28, 2016 3:46 PM


  • It will not be the case, you cannot stop this pop up from being appeared on click of Close As Won and Close as Lost buttons on Opportunity. It is an OOB functionality. 

    If you don’t want to show this popup you have to hide these two buttons from Opportunity Ribbon and have to add two new  buttons to close opportunity as won and lost. On these button write your own JavaScript code to close opportunity as won/or lost by passing some default value for required fields like actual close date, actual revenue etc. 



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    • Marked as answer by chicago bq Wednesday, June 29, 2016 2:53 PM
    Wednesday, June 29, 2016 11:02 AM