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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Trigger plugins when Q...
Microsoft Dynamics CRM (Archived)

Trigger plugins when Quote is win

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Posted on by Shadendra 40

I want to Trigger plugin When the Quote is in Won Status

what Message i have to use in plugin registration tool, i use WIN but it won't working

because when we create order that time only quote change it state to Won i think .

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Try to handle SetState/SetStateDynamicEntity messages and include filters based on statecode/statuscode fields.

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,065 on at

    You can also use Create on the quoteclose entity, and again filter on the statecode of the quote

  • Shadendra Profile Picture
    Shadendra 40 on at

    how to make quote as won?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Check this - community.dynamics.com/.../163900 google is your best friend.

  • Oztrea Profile Picture
    Oztrea 45 on at

    I was using WinQuote and a plugin on post create quoteclose, it was indeed working but now the plugin is not triggered anymore.... Any idea? Should I do the logic on update status of the quote?

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