How to close opportunity via SDK and update all of the fields

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I'd like to know how to close an opportunity via the SDK and update all of the fields that are shown in the UI screen for closing the opportunity. I have seen this article which I understand how to use https://ssharmacrm.wordpress.com/2015/10/05/how-to-close-an-opportunity-as-lost-using-ms-dynamics-crm-sdk/.

However, in the UI when closing the opportunity, there are multiple fields to set: Status Reason, Actual Revenue, Close Date, Competitor, and Description.

The SDK mentions using LoseOpportunityRequest or WinOpportunityRequest for which you can specify "Status Reason". Ok, fine, that works. But how do I update the other fields in the SDK request?

Thank you.

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ashlega 34,477 on at

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Hi,

all those attributes are defined in the OpportunityClose entity, so you need to set related property of the WinOpportunityRequest:

msdn.microsoft.com/.../microsoft.crm.sdk.messages.winopportunityrequest.aspx

Look for the "OpportunityClose" property there

In that post you are referring to, just add the attributes you need to the opportunityClose - it's being created in that example, but they are not setting any of the attributes really (have a look at the OpportunityClose entity metadata in the default solution to find out attribute names)

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Nithya Gopinath 17,078 on at

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Hi Jose,

You could set the other fields similar to the code below.

Entity opportunityClose = new Entity("opportunityclose"); opportunityClose.Attributes.Add("opportunityid", new EntityReference("opportunity", new Guid(entityGuid))); opportunityClose.Attributes.Add("statuscode", 1); opportunityClose.Attributes.Add("actualrevenue", 100.00);

Hope this helps.

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Emre GULCAN 2,379 on at

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Hi,

As Nithya told you use "OpporttunityClose" entity in your request.

I've published a helper library (XrmLibrary) and you can do it easy by calling Win or Lose methods.

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