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Removing Access to Close Opportunities RRS feed

  • Question

  • I'm attempting to remove the access of our internal users from closing opportunities. Is there away to remove that ability? I saw some other post but they all appear to be in Java. 

    Thanks for your help!

    Ryan

    Thursday, February 16, 2012 3:05 PM

Answers

All replies

  • Anyone who can edit an opportunity can close it. To prevent this, you will need to use an unsupported JavaScript to interupt the close button or develop a custom plugin to abort the close operation. Either method will require a little bit of programming.

    Neil Benson, CRM Addict and MVP at Customery Ltd. Join me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Thursday, February 16, 2012 3:21 PM
    Moderator
  • Adding to the above post.

    You can Hide the Close Button on Opportunity Form using Javascript in the ONLoad Event.

    hth

    dkay

    If the problem is resolved, we would appreciate a post explaining the resolution and mark the post answered and close the thread.

    Thursday, February 16, 2012 4:12 PM