Aug 11, 2011

Convert Appointments in to Opportunities without source campaign

You can convert Appointments in to Opportunities in Dynamics CRM and it is a handy feature. You can simply click convert activity button which result below pop-up window.

Here, source campaign comes as a required field in default. Sometimes users doesn’t use campaigns and don’t wish to see it as a required field accordingly. If are asked to change this, there is no proper way of doing it. When I play around the page code, I found some way of doing it (unsupported). You can see the page in below location;

\Program Files\Microsoft Dynamics CRM\CRMWeb\Activities\act_dlgs\convert_activity.aspx

You just have to add two lines to onload script as below.

function window.onload()
cbLogResponse.checked = false; //added line 1
campaignCheckHandler();        //added line 2

Now source campaign is no more a required field by default.
Hope this will help you.

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