Customer experience | Sales, Customer Insights,...

Making specific fields required when an opportunity is closed as won

(1) Share

Report

Posted on by Community member

In Dynamics CRM, I have a field on the Opportunity form that I would like to make mandatory when the opportunity is closed as won. I have created a business rule for that field that states when Status = Won, then the field is Business Required. However, it only works if I close the opportunity as won, reopen it and then try to close it as won again. Is there a way to make a field mandatory in order to close the opportunity as won in the first place? Thank you.

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Making specific fields required when an opportunity is closed as won

Hi Partner,

Through my test, real-time workflow can achieve it easily:

Go to Settings > Process.

1)Create one workflow on the opportunity entity:

2)Set trigger

3)Add steps:

--Condition:

--Stop workflow:

Test Result:

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No
Inogic 643 on at

Like (0)

Report

Making specific fields required when an opportunity is closed as won

Hi,

You can ensure the opportunity is not closed as won till value is entered in your field you want to make mandatory. You can achieve this using OOB Sync workflow.

Create one workflow which will get triggered when there is a change in status. As you have to make it run only when the status is won we will check whether the Status is Won or not. Then we will check whether the field that you have to make mandatory contains data or not. If it contains the data then the Opportunity will get closed otherwise it will give an error message and would restrict closing the opportunity as won.

If this helped, kindly please mark this answer as verified as it will help others too who might have same query as yours.

Thanks!
Inogic Professional Services
An expert technical extension for your techno-functional business needs
Power Platform/Dynamics 365 CRM
Drop an email at crm@inogic.com
Service: http://www.inogic.com/services/
Power Platform/Dynamics 365 CRM Tips and Tricks: http://www.inogic.com/blog/

Was this reply helpful? Yes No
TJardim 46 on at

Like (0)

Report
Making specific fields required when an opportunity is closed as won

Hi Nancy,

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:

JavaScript Event Handler: Create a JavaScript function that will be triggered when the 'Close as Won' event is initiated. This function should check if the specific field is filled out. If not, it should prevent the opportunity from being closed and prompt the user to fill in the required field.

Register the Event Handler: You need to register this JavaScript function on the 'OnSave' event of the Opportunity form. Make sure to set it to trigger when the form is being saved during the 'Close as Won' process.

Handling Other Scenarios: Ensure that this validation does not interfere with other stages of the opportunity lifecycle. The JavaScript should only enforce the field requirement when the status is being changed to 'Won'.

Testing: Thoroughly test this solution in a non-production environment first to ensure it behaves as expected. Check for any edge cases or scenarios where the behavior might not be appropriate.

Deployment: Once you're satisfied with the testing, deploy the JavaScript to your production environment.

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

Was this reply helpful? Yes No
Leah Ju Microsoft Employee on at

Like (0)

Report

Making specific fields required when an opportunity is closed as won

Hi Partner,

It's hard to do, because the rule is that the later action is triggered when the state changes to 'won'.

What you need is that making the field required before opportunity status changed to 'won'.

Considering a plugin?

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No