15 Mar, 2022
Posted on 15 Mar, 2022 by Admin, Posted in Dynamics 365 Dynamics-365 Sales
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Recently, we had a requirement to update a field on opportunity record whenever an opportunity was closed as won.
My first thought was that it was pretty straightforward and registered the plugin using this step:
But it did not fire the plugin when opportunity was closed as won, and I was thinking why?
After a bit of research I found that I instead needed to use the following:
But this does not return opportunity as “Target” as you might think, it actually returns “Status” and “OpportunityClose” .
OpportunityClose contains the information listed on the form displayed when you try to Win/Lose an Opportunity, CRM stores this as a separate entity.
As you can see we can get opportunintyid from the entity.
We can use it retrieve the opportunity record and perform desired operation on it.
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