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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Auto Message on Opport...
Customer experience | Sales, Customer Insights,...
Answered

Auto Message on Opportunity retrieve (Probability changed)

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Posted on by AndreasB83 115

I am triggering an action which gets data from an external api and updates an opportunity (input parameter for referenz). In this process i update several custom fields, but no standard fields. When i open the single view for the updated opportunity after i triggered the plugin, there is a auto generated post in the timline which states

"XYZ changed the Probability from 90% to 90%"

That's annoying cause the field didnt change at all. I seems that these post is generated (i see in plugin trage log) by "Microsoft.Dynamics.Activities.PostPlugins.PreRetrievePost" on retrieve of the oppportunity but cant find that in settings -> customize -> Sdk Message Processing Steps.

How could i get rid of that auto generated message when that field did not change its value?

Is there a way to update my custom fields without triggering this?


  • AndreasB83 Profile Picture
    AndreasB83 115 on at
    RE: Auto Message on Opportunity retrieve (Probability changed)

    OK i didnt know that menu till now :)

    I ended up by disabling the system plugin in Settings -> Customization -> Customize the System -> SDK Message Processing Steps. After looking in that new menu i only saw "Deactivate"-button there. So i guess it will lead to same result. There is no way to edit the behaviour of this? I find it strange that the standard event for probability change wont detect that it is the same value.

    But anyway. If the customer wants that behavior to be improved i would be able to create a custom action for that. So i'll stick to the disabled system auto messages.

    Thank you!

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Auto Message on Opportunity retrieve (Probability changed)

    Hi,

    I think it's an auto post in your Dynamics CRM

    Please see : Microsoft Dynamics CRM > Settings. Click Post Rule Configurations or ( All Activity feeds Rules)

    then deactivate the auto message that pop up to your timeline

    Reference: docs.microsoft.com/.../configure-activity-feeds

  • AndreasB83 Profile Picture
    AndreasB83 115 on at
    RE: Auto Message on Opportunity retrieve (Probability changed)

    Thank your for your reply. I dont see a problem with my registration of the plugin. It is on "PreOperation" (synchronous) and message is the name of my defined action. It gets triggered from another action as first step by using crm rest builder (while testing). It is executed successfully - i can see the request on the external api endpoint and i am able to check the output in trage log.

    It updates several custom fields of the opportunity and if i open the single view after that, those values are set. BUT there is also a Post in the timline that says the Probability has changed, but it has not changed. So the message makes no sense.

    It seems to be created by "ActivityFeeds.Plugins.OpportunityUpdate" which is registered to the PostOperation stage of an opportunity update by the dynamics system. I could disable the complete plugin. But i would rather like to change it so it wont write a message if the probability value did not change.

    Atm it writes a message like "Delegated Admin changed Probability from 90% to 90%." - No use for that ;-)

    EDIT: Same behaviour if i change the stage to "PostOperation". Post gets created even if the probability field did not change.

  • Kunal.Chopra Profile Picture
    Kunal.Chopra 85 on at
    RE: Auto Message on Opportunity retrieve (Probability changed)

    Hello,

    Please check the plugin steps from Plugin Registration Tool - www.nuget.org/.../Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool

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