15 Mar, 2022
Posted on 15 Mar, 2022 by Admin, Posted in Dynamics 365 Dynamics-365 Sales
Blogs
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.
Comment
Introduction: Organizations frequently generate documents like invoices, certificates, quotations, transcripts, inspection reports etc. While single-value fields such as Name, Email,…
READ MORE
The Problem Recently, we faced an interesting issue while working with the Status Reason (statuscode) field on the Contact table.…
READ MORE
There are certain things in a CRM project that a QA must validate or verify before any solutions gets deploy…
READ MORE