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Microsoft Dynamics CRM (Archived)

Customization opportunity pipeline phase

Posted on by Microsoft Employee

In my opportunity entity if a User Moves from one pipeline phase to another (eg:User moves from Develop to propose in need to freeze the develop phase i need to block backward movement from propose to develop).

How can i done it by coding using sdk can anyone guide me with the code please.

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  • ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: Customization opportunity pipeline phase

    Hi,

    The best option is to use a Sync Workflow that runs when the stage changes - when you get to a specific point in the BPF - set a field on the record, then in the same workflow you can check for the value of that field and if you are moving to a previous stage, stop the workflow as 'Cancelled'

    See community.dynamics.com/.../220255

    Hope this helps

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