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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Update a Field based o...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Update a Field based on Actual Close Date of an Opportunity

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Posted on by Community Member

We have a field as "Booking Value" under Opportunity. Salespeople enter a value under "Booking Value" when they close an Opportunity as Won.

An Account can have multiple Opportunities and as a requirement for a report/View creation, we need to show the Booking Value of only the first opportunity that Won for an account. For the rest of the opportunities relating to an account, the booking value should be hidden or null. Booking Value should be shown only for the first Won opportunity of that Account.

Does anyone know how can I achieve this?

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    Community Member on at

    To get the booking value into a view on account youll need to create a 1 to many relationship from Opty to Account - you can call it 'first booking opty' or anything really.  That would cover the view portion.

    To populate that field on the account, make a workflow that triggers when an Opty is closed as won, If parent account field - 'booking opportunity' lookup - is NULL add current opportunity, otherwise stop.

    Now you have your views able, your data is populating, but you still need to hide the field for the other opportunities.  I'm not 100% sure you can use a business rule here, but you can try it first.

    - Business rule from Opportunity, if related account booking lookup contains data - hide field on opty.

    If you cant go it with a business rule (I cant recall if you can lookup to parents) then you can do JavaScript to check this.

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