Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to redirect to a c...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to redirect to a custom entity when an opportunity is closed

(0) ShareShare
ReportReport
Posted on by thecharwest 215

I have recently set up a custom entity which is created and populated with a workflow upon the closure of an opportunity. At the moment, when you close the opportunity as won and refresh the page, you just see the read-only opportunity page. Is there a way to instead make it so that you automatically get redirected to the custom entity record that was just created by the workflow? Similarly to how when you qualify a lead it takes you straight to the opportunity rather than sitting on the lead page. 

I hope that makes sense, thanks in advance for any help!

  • FidelMartin Profile Picture
    FidelMartin 128 on at
    How to redirect to a custom entity when an opportunity is closed
    Hello Charlotte,
     

    This blog will show redirect to a custom entity when any Opportunity is marked as Won. For this, we will create a workflow, and we will have it called at a time when the Opportunity record status changes. Follow the below steps to create a workflow:

    Step 1: Go to Settings > Processes

    Step 2: Now click the NEW button to create a new process.

    ➢ Now fill in the below details for the workflow:

    • Process name:Give the proper name.
    • Category:Choose workflow
    • Entity:Select Opportunity.

    ➢ After filling in the details, click on the OK button.

  • Suggested answer
    Johao Larios Profile Picture
    Johao Larios 1,795 on at
    RE: How to redirect to a custom entity when an opportunity is closed

    Hello Charlotte, you could achieve this by creating a Javascript to read the statusCode and then opening the required entity using docs.microsoft.com/.../openform

    StatusCode Options list:

    docs.microsoft.com/.../opportunity

  • Suggested answer
    Marco.P Profile Picture
    Marco.P 2,405 on at
    RE: How to redirect to a custom entity when an opportunity is closed

    Hi,

    Unfortunately I don't think there's an OOB way to achieve that. You can try with a JavaScript function that triggers when the opportunity status reach the won value.

    docs.microsoft.com/.../openform

    Hope it helps,

    Marco

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,489 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans