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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.

Jan 2022 Loki

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.

The post How to Trigger Plugin when Opportunity is won? appeared first on Nebulaa IT Solutions.

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