Customize Opportunity Close based on Opportunity field

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Posted on by KA-21111713-0

I have a custom field on the Opportunity called Opportunity Type. This is a single select option set field. I would like to customize the Opportunity Close to hide specific fields based on the Opportunity Type selected on the Opportunity.

I tried doing this via a business rule but I can't select an Opportunity field on the condition because the business rule is being created on the Opportunity Close entity.

Any ideas?

Categories:

Dynamics 365 Sales

Microsoft Dynamics CRM

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Amit Katariya007 8,941 Super User 2024 Season 1 on at

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Customize Opportunity Close based on Opportunity field

If we don't need any input from user and have to perform the steps in background then we can use PA.

But here we need inputs from user, so we can not use it in this case.
KA-21111713-0 10 on at

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Customize Opportunity Close based on Opportunity field

Thank you, Amit. How can this be done using Power Automate? I see you mentioned that in your answer but your description only includes Javascript.
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Amit Katariya007 8,941 Super User 2024 Season 1 on at

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Customize Opportunity Close based on Opportunity field

The challenge here is that the Opportunity Close entity is separate from the Opportunity entity, and business rules created on the Opportunity Close entity cannot directly access fields from the related Opportunity. However, you can achieve your goal using JavaScript or Power Automate. Here's how:

Use JavaScript

You can write a JavaScript function to dynamically hide specific fields on the Opportunity Close form based on the Opportunity Type selected in the related Opportunity.

Steps:

1. Add JavaScript Library to the Opportunity Close Form
Go to the Opportunity Close form in Dynamics 365.
Add a JavaScript web resource to the form.

2. Write JavaScript Code Use the following script to fetch the Opportunity Type from the related Opportunity and hide fields accordingly:

function onFormLoad(executionContext) {
var formContext = executionContext.getFormContext();
var opportunityId = formContext.getAttribute("opportunityid").getValue();

if (opportunityId) {
// Get the Opportunity ID
var opportunityGuid = opportunityId[0].id.replace("{", "").replace("}", "");

// Call the Web API to retrieve the Opportunity Type
Xrm.WebApi.retrieveRecord("opportunity", opportunityGuid, "?$select=opportunitytype").then(
function (result) {
var opportunityType = result.opportunitytype; // Replace with your field's logical name

// Example: Hide a field based on Opportunity Type
if (opportunityType === 123456) { // Replace 123456 with the option set value
formContext.getControl("field_to_hide").setVisible(false);
} else {
formContext.getControl("field_to_hide").setVisible(true);
}
},
function (error) {
console.error("Error retrieving Opportunity: " + error.message);
}
);
}
}

3. Bind the Script to the Form Load Event
In the Opportunity Close form editor, bind the function onFormLoad to the form’s OnLoad event.

4. Publish the Customizations
Save and publish your changes.

Customize Opportunity Close based on Opportunity field

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Customize Opportunity Close based on Opportunity field

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