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Microsoft Dynamics CRM (Archived)

Close Date Opportunity

Posted on by 85

Dears, 
How Can i prevent user to close the opportunity if the close date in the past 

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  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Close Date Opportunity

    Hi ,

    Agreed with Mahender I would suggest try to create a real time workflow .

  • Verified answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Close Date Opportunity

    Hi Mohamed,

    You can develop a plugin on Opportunity Close message of Opportunity entity and check if the close date is in past date. If yes, you can throw an InvalidPluginExecutionException and it will restrict the closing of the opportunity. For more details, see link below.

    https://social.microsoft.com/Forums/en-US/0b630234-8ea0-4a3b-aaf4-258bb91a821f/prevent-close-opportunity-crm-2011?forum=crmdevelopment

    Hope this helps.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Close Date Opportunity

    You should be able to create synchronous work flow on opportunity status change and there you can use Execution time to compare with the date and stop user if condition does not match, you can write plugin to track this.

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