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I made an custom "STS number" field on my opportunity close entity. Now, how do I get that information from the Opportunity Close entity to the Opportunity entity?
When I click save and close and go look at the opportunity there is no data there. They both have a custom field called ss_stsNumber, but how do I link them?
I had the similar requirements for one of my client, client wanted to copy "Actual Revenue" and "Description" values from within the Opportunity Close form to the associated Opportunity and I was able to achieve it using power automate. Here are some screenshots you can try.
Create a new flow on "Opportunity Close Activities" table and get the related Opportunity ID
Update the related Opportunity as below.
Please let me know if this was helpful.
Good Luck
Mirza
The thread is already closed as the verified answer. If you require more details then it is better to create a new question.
If I answer your question then please mark it as verified.
Let me know if I can provide you with more details.
Thanks
Regards,
Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
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Hi T-Con,
Did you find a solution to this issue as Im having a similar issue and need to pull information from the Opportunity close entity but currently can or do not know how to.
Hi Guys,
Was there any update on this or instructions on how to create this using Power Automate?
Regards
Jason
This can actually be done fairly easily using Power Automate instead of creating a plugin.
Its a shame they let us customize the form, but we have to make a custom plugin to actually customize the system and get it to write to certain entities. I can't even run a workflow on it!
Also wouldn't it be faster/better to just make my own button in the ribbon editor, create a custom entity then just have a workflow write that back to the entity?
I did contact Microsoft support as I found it strange. All I really got back was.
"Thank you for confirming and choosing Microsoft Products. We do not have an ETA for this BUG so far but once the bug is fixed, the fix will be deploy with one of the upgrades to your organization."
Honestly I've never made a plugin, and know nothing about it. Is that even possible on the cloud version? If so where should I start to learn more about it, as I guess it is a skill I'll eventually have to learn?
Hi partner,
First of all, we should know that opportunity and opportunity close have 1:N relationship which means the system could copy the value from opportunity to opportunity close, but could not do it the other way around.
For example, the OOB field "Actual Revenue" value is copy from "Total Amount".
So, if you want to copy the value from opp close to opp, you need to use plug-in.
Get the opportunityid of the opp close record and update the field value to opp form.
Best Regards,
Leo
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