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Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) oppurtunity reopen

Microsoft Dynamics CRM (Archived)

oppurtunity reopen

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Posted on by Teddykrish

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1. Only allow users with the user role of System Administrator to have access to the Reopen Opportunity action button available on the Opportunity.

2. Once an Opportunity is closed of all the input data fields available on the

Opportunity should become read only.

3. When a System Administrator clicks on the Reopen Opportunity button on an Opportunity. The Opportunity should reopen, and all the fields that were made read only should now become editable. Also the system administrator should be able to update the data Save and Reclose the Opportunity.

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Alex Fun Wei Jie 33,628 on at

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Hi,

If you are looking for suggestion, you can try as below

1.) Create a plugin, trigger on status change, run as user context, check if user doesn't have System Administrator role, throw the meaningful error.

Plugin Registration step

[View:http://mscrmtechie.blogspot.com/2016/02/plugin-on-re-open-opportunity-in-crm.html:750:50]

throw error in plugin

[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/guidance/server/use-invalidpluginexecutionexception-plugin-workflow-activities:750:50]

2.) you dont have to do anything, as the system behavior is same as your requirement.

3.) you dont have to do anything, as the system behavior is same as your requirement.

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