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Microsoft Dynamics CRM (Archived)

Prevent to add inactive products in Opportunity

Posted on by Microsoft Employee

I have an issue, sales user does not know which product is active or inactive while searching product from the existing product list in Opportunity form, they sometime add inactive products as opportunity product. We don't want to sale inactive products. How can we prevent so that sales user could not select Inactive product? We have to use Order 'Product InLine Edit View' but it comes both Active and inactive. I tried to edit this view added condition from Existing product and chose only active product but still shows up inactive product as well.

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  • Suggested answer
    Michel Gueli Profile Picture
    Michel Gueli 982 on at
    RE: Prevent to add inactive products in Opportunity

    I think you have to prevent this server side through a plugin. On pre-validate create/update of the opportunity product entity. In the plugin you check if the plugin is inactive. When true, throw InvalidPluginExecutionException.

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