knowledgecenter-breadcrum

Knowledge Center

15 Mar, 2022

How to Trigger Plugin when Opportunity is won?

Posted on 15 Mar, 2022 by Admin, Posted in Dynamics 365 Dynamics-365 Sales

How to Trigger Plugin when Opportunity is won? Blogs

How to Trigger Plugin when Opportunity is won?

Introduction

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:

  • Message – Update
  • Primary Entity – opportunity

But it did not fire the plugin when opportunity was closed as won, and I was thinking why?

Solution

After a bit of research I found that I instead needed to use the following:

  • Message – Win
  • Primary Entity – opportunity

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

This is a Required Field

Loading

Recent Updates

Email Storage Made Easy: Dynamics 365 Space Saving Tips
Blogs
29 Feb, 2024

Email Storage Made Easy: Dynamics 365 Storage Saving Tips

Email Storage Made Easy: Dynamics 365 Storage Saving Tips Introduction Microsoft's latest feature allows you to migrate email descriptions from CRM…

READ MORE
Blogs
28 Feb, 2024

How to enable the enhanced email template editor in Dynamics 365?

How to enable the enhanced email template editor in Dynamics 365? To activate the Enhanced Email Template editor for your…

READ MORE
RCA for ARC Migration Issue
Blogs
28 Feb, 2024

Troubleshooting Convert Rules Import Issue: Entity 'workflow' with ID Does Not Exist error in D365

Troubleshooting Convert Rules Import Issue: Entity 'workflow' with ID Does Not Exist error in D365 Problem Statement We implemented D365 Customer…

READ MORE