Auto Calculation on Opportunity Close Actual Revenue

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Posted on by triangular

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Hi,

We would like to insert a calculation into the Actual Revenue field so that it's a sum of the Estimated Revenue field plus another custom field value, when the Close as Won/Lost button is clicked.

I read that this is not possible to do with a javascript because once you hit the Won/Lost button the form will become read-only and will not update the Opportunity Close entity.

Any suggestions? Thanks in advance.

-tri

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Nicolas.Plourde 240 on at

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RE: Auto Calculation on Opportunity Close Actual Revenue

There is a CalculatePrice event you could use with a plugin or an action. More details here: trellispoint.wordpress.com/.../dynamics-crm-2015-custom-price-calculation

Also, you can create you own button instead on using the default. Some prefer it since the Close Opportunity window isn't customizable.

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