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Only System Admin can Reopen an Opportunity - WF tools

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Posted on by William Bradley

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Hi all, I have a requirement that only a System Admin can Reopen (change status from Lost OR Won to Open) an Opportunity. I see a msdyncrmWorkflowTools step called 'Check User in Role', but can't seem to get this working.

Basically the scenario is on an Inactive (Won or Lost) record, the WF would check on change of status to see if the user is Role = System Admin.

-If true, it allows the status to change to Open.

-If false, it stops workflow as Canceled and displays the error.

-Nothing should occur when changing status to Won or Lost, only when the record is already Won or Lost and is attempting to be reopened.

Has anybody solved this scenario before? Let me know if so - thanks in advance!

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meelamri 13,216 User Group Leader on at

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Hi Chris,

You can implement this scenario with a plugin.

Please refer to this Thread: community.dynamics.com/.../oppurtunity-reopen

Let me know if you need more guidance.

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William Bradley 175 on at

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Thanks for the quick response! I know a plugin could achieve this, but I was hoping for a non-code approach using the WF tool above...thanks!

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meelamri 13,216 User Group Leader on at

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Hi,

Maybe you can try something with security roles.

When an opportunity is closed it will be assigned to an admin, you can use a workflow for this.

Then, users with a specific role can't reopen the opportunity.

Edit:

Yes, it works.

I create a new business unit which contains users with System Admin as security role.

I create the workflow to assign the opportunity to an admin when the opportunity is closed.

I modify the user security role in order to update only records whithin his business unit.

The user can't reopen the opportunity.

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William Bradley 175 on at

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This seems like it would work, but could mess with Dashboard and Charts on Won and Lost Opportunities, since those Deals would be reassigned to one person. I will look into it, but I would really like to get the other MSDynamicsCRM WF Tools workflow to work. That ideally would, on change of status (to Won or Lost) from Inactive to Active, check Sec Role (Sys Admin) and then prevents the user, if it does not have that Sec Role, from Reopen Opportunity by using the STOP Workflow step with an error message.

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meelamri 13,216 User Group Leader on at

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I understand and you are 100% right ! I forgot the functionnal part.

I will check the other possibilities.

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William Bradley 175 on at

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I got it to work, here was the solution:

Thanks again for your help!

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meelamri 13,216 User Group Leader on at

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Good job !

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