Power Apps offers versatile design experiences, including model-driven apps and Canvas apps, and the recent addition of Custom Pages. Based on the client’s recent requirements, we had to replace the OOB Opportunity entity with the custom one. In response to our client’s specific requirements, we meticulously recreated essential functionalities, such as the “Opportunity Close as Won” and “Close as Lost” processes. Notably, these functionalities were expertly crafted using Custom Pages to introduce a streamlined and tailored user interface, effectively replacing the default popups. So for the agenda of this blog, we will focus on how we used the Custom action in the Custom page to recreate the Opportunity close functionality in the custom Opportunity Entity.
As we know, once the Opportunity is closed, one new record gets created in the Opportunity close Entity regarding that record, and the status of the Opportunity record gets changed. All these things can be done with the…
More About This Author
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
- Dyn365CE1 March 2024Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales
- Dyn365CE29 February 2024Conquer the Clock: Time Management for Sales Teams using Dynamics 365 CRM
- Dyn365CE28 February 2024Utilize a model for work classification based on sentiment prediction in Dynamics 365
- Dyn365CE27 February 2024Metaverse and Customer Experience – Reimagining Engagement in a Virtual World