troubleshooting Question

CRM 2011 Close Quote Dialog Box customization/Ribbon Workbench

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apollo7Flag for United States of America asked on
JavaScriptXMLMicrosoft Dynamics
10 Comments1 Solution781 ViewsLast Modified:
I am using Daniel Bergsten's blog to  change the default value from “Create a revised quote” to “Do not revise this quote” in the Close Quote dialog box.  The change in the blog is very well documented but I am having trouble deploying the revised aspx on a new button in Ribbon Workbench.  The modified aspx is call apl_dlg_close.apx so that it doesn't affect every user.

Daniel's blog post is at:

This is a part of the post:
CRM 2011 Close Quote Dialog Box customization

Here’s how to change the default value from “Create a revised quote” to “Do not revise this quote” in the Close Quote dialog box.

Find the file dlg_close.aspx in folder %programfiles%\Microsoft Dynamics CRM\CRMWeb\SFA\quotes and backup a copy of it.
Edit the file and insert the following script lines at:
Sys.Application.add_load(function() {
//Custom code to set default radio button Daniel Bergsten 130902
document.getElementById(“rdNoRevisedQuote”).checked = true;
document.getElementById(“rdCreateRevisedQuote”).checked = false;

The full code is on the link provided.  I have it working in IE as apl_dlg_close.aspx with warnings (wrong style quote marks, etc)

The revised version is under CRMWeb on the CRM server.  I want to create a new button to call apl_dlg_close.aspx but it has been a long time since I worked in CRM 2011 and Ribbon Workbench.  It is installed and a solution imported.

Any help from here would be appreciated.
Rikin Shah
Microsoft Dynamics CRM Consultant

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