15 Mar, 2022
Posted on 15 Mar, 2022 by Admin, Posted in Dynamics-365 Sales Dynamics 365
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
Most Power BI reports in a Dynamics 365 environment live somewhere the user has to go and find: a dashboard,…
READ MORE
Introduction Many times, we come across scenarios where we need to populate a Word template in Dynamics 365 using Power…
READ MORE
Overview Email Templates in Microsoft Dataverse make it easy to reuse email content such as subject lines, message bodies, and…
READ MORE