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Dynamics 365Online 如何自定义商机关闭窗体
2022-07-29 09:37:00 【Vic.Tang】
系统商机默认的作为赢单结束和作为丢单结束,是弹的如下对话框,而这个对话框是没法自定义的,要想改变这种交互,要么是自己去自定义按钮,要么就是自定义赢单结束和作为丢单结束的JS事件,不去调用默认的对话框

而目前有了新的选择,系统设置里多了这么个设置,我们把它设置为是

当然这个设置你也可以在Sales Hub应用的如下设置种找到

这时你再去点击作为赢单结束的按钮就时弹出快速创建窗体了(商机结束实体), 这个窗体你是可以自定义的,可以放置你想要记录的信息。

如果你是自定义APP, 做完设置后 去点按钮还是弹出的对话框,去检查下你的商机结束实体是不是包含在你的自定义APP里了,如果包含了就一定能弹出快速创建窗体。
按照微软的官方文档这个设置只有购买了Sales 模块license的才有。
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