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Automatically trigger Dialog based on process stage change RRS feed

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    Hi all,

    I'd like to trigger a Dialog when the stage of the Business Process Flow changes.

    e.g. An Opportunity moves from "Close" to "Propose" should trigger display of a Dialog allowing the user to specify the reason for the change.

    Is this possible, and if so, what's the best approach? I'd though to use a Workflow to open the Dialog, however this doesn't seem possible with the OOTB workflow actions.

    Many thanks.


    Tuesday, September 23, 2014 7:31 AM

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    Hi,

    You can use Javscript to call Dialog, trigger on change of field. Please refer to links belwo:

    http://crmdm.blogspot.in/2011/07/how-to-call-dialog-in-crm-2011-using.html

    http://ankit.inkeysolutions.com/2012/01/crm-2011-how-to-launch-dialog-on-click.html

    http://www.experts-exchange.com/Software/Microsoft_Applications/Microsoft_Dynamics/Q_28133518.html

    Saad

    Tuesday, September 23, 2014 7:38 AM

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    Hi,

    You can use Javscript to call Dialog, trigger on change of field. Please refer to links belwo:

    http://crmdm.blogspot.in/2011/07/how-to-call-dialog-in-crm-2011-using.html

    http://ankit.inkeysolutions.com/2012/01/crm-2011-how-to-launch-dialog-on-click.html

    http://www.experts-exchange.com/Software/Microsoft_Applications/Microsoft_Dynamics/Q_28133518.html

    Saad

    Tuesday, September 23, 2014 7:38 AM
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    Thanks Saad, much appreciated.
    Saturday, October 18, 2014 8:03 AM