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Microsoft Dynamics CRM (Archived)

Opportunity name created automatically

Posted on by 80

I have a plugin registered on create of opportunity.

Opportunity created based on another opportunity.

So the new opportunity gets the name from original opportunity. 

Let's say we have opportunity with name 'Test' .  (string  newOppName = oldOpportunityName + V)

when we generate new opportunity, the name is 'Test V'

the next generated opportunity from 'Test V' opportunity will be the opp with 'Test V V' name.

Is there a way to improve this functionality and instead of adding V , To be Test V1, Test V2.

I have trying using split, but the problem is that if we have opportunity with name ' The V Opp Test V' it will get just 'The' and this doesn't help me,

cause i need 'The V Opp Test' 

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Opportunity name created automatically

    You can create version field with initial value as 0 but increment it by 1 whenever opportunity is created from parent opportunity.

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