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To address your issue in Dynamics CRM regarding making a specific field mandatory when an opportunity is closed as won, I believe you could use a combination of business rules and JavaScript.
Since Dynamics CRM Business Rules don't trigger during the 'Close as Won' event, you'll need to implement JavaScript to enforce this validation upon closing the opportunity. Here's a step-by-step approach:
Here's a basic outline of what the JavaScript function might look like:
Replace [Status Value for Won] and [Your Required Field] with the appropriate field names and status values from your Dynamics CRM setup.
This approach ensures that the field is filled out before the opportunity can be closed as won, thus aligning with your business process requirements.
I hope this was helpful.
Kind regards,
Tanisha Jardim
Connecting Software
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