MS CRM 4.0 Create and order directly from an opportunity...

[ces4848]

Hi,

I am new to MS CRM and have been tasked with creating an Order directly form the Opportunity form via an button that should be located at the top of the window.

The Opportunity should be closed automatically and the order window opened.

Can someone point me in the right direction?

Thanks,

CES

 

[jodonnell]

Is there a reason you cannot have the users simply click orders on the left hand side of the opportunity and then create a new order for the opportunity?

John O'Donnell
Microsoft Dynamics ISV Architect Evangelist
Microsoft Corporation

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