web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Opportunity Next Action
Microsoft Dynamics CRM (Archived)

Opportunity Next Action

(0) ShareShare
ReportReport
Posted on by benano 275

I am using Dynamics CRM Online.

I would like to create a new field in Opportunities called Next Action. I would like this field to get the next Activity associated with that opportunity and display the information. If there is no Next Activity set then I would like it to display "NO NEXT ACTION" in red.

Is this possible to do?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    jlattimer Profile Picture
    jlattimer 24,564 on at

    It is certainly possible to do but there would be a fair amount of custom coding involved to make something like this happen. There isn't any type of out of the box means to grab the next activity (however that may be defined) and display the details. You could definitely create a button on the command bar/ribbon to use the Odata endpoint to make a query of the related activities of a record and once you have the related id, you can use the supported methods in the SDK to open that record or pull bits of data and display in another field or a custom web resource.

  • benano Profile Picture
    benano 275 on at

    Could you please briefly explain the steps I would need to take to achieve this. I will look further in to how to do each step. But I just need a little guidance.

    Eg.

    • Create a read only field in Opportunities called "Next Action"
    • Create a read only field in Opportunities called "Next Action Due Date"

    Please tell me what steps I need to take to make that field lookup the earliest scheduled activity (by due date) assigned to that opportunity

    I can try to figure out the coding

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
JS-09031509-0 Profile Picture

JS-09031509-0 3

#2
AS-17030037-0 Profile Picture

AS-17030037-0 2

#2
Mark Eckert Profile Picture

Mark Eckert 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans