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Microsoft Dynamics 365 | Integration, Dataverse...
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Catch plugin message onClick of close as Won/Lost buttons

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Posted on by 899

Hello,

I would like to know how I am able to catch the plugin message of an opportunity if the user has clicked any of both buttons Close as Won or Lost to avoid launching the Opportunity close quick create form if a specific condition was not met.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/entities/opportunity?view=op-9-1#messages

The main goal is that:

For example, if the Est Close Date is overdue, it should throw an exception and avoid opening the quick create opportunity close form on the Click of both buttons.

Could you please provide an example of how it can be done? Shall we do it via Plugin or JS?

Any help is greatly appreciated.

Best regards,
EBMRay

  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    Catch plugin message onClick of close as Won/Lost buttons
    Hi EBMRay,
     
    I suggest you use ribbon workbench to add actions or rules to the buttons.
    Clicking a button triggers an action to pop up a reminder box:
    Or hide/show button based on field value:

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