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Customer experience | Sales, Customer Insights,...
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Populate Actual Revenue of Opportunity Close with the value of a custom field in Opportunity

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Posted on by 230
Greetings!
 
Version: I am on D365 CRM Online.
 
Background
In our application, we are using Opportunity and a custom entity (Opportunity Articles)
 
When a customer adds product, quantities into cart via PowerApps portal and submits, it creates an Opportunity and as many Opportunity Articles under that Opportunity. There is a field in Opportunity /Total Amount/ this is basically the sum of price * quantity of all the opportunity articles of that Opportunity and is populated when the customer submits from Portal.
 
The reason for using a custom entity (Opportunity Article) instead of Opportunity Products is because the products and costs are not maintained in CRM, they are on a different system and are rendered on PowerApps Portal via API. Only when the cart contents are submitted these get created as Opportunity and Opportunity Articles.
 
Requirement
 
We would like to see the value of Total Amount field (from Opportunity) to be populated in Total Revenue field of Opportunity Close form
 
What is the easiest way to achieve this?
 
 
 
 
Thank you
I have the same question (0)
  • dxshyam Profile Picture
    230 on at
    Actual Revenue for Close as Won was achieved by updating Est Revenue of Opportunity by Total Amount
     
    But this isn't working for Actual Revenue for Close as Lost, any idea why?
  • Suggested answer
    antc Profile Picture
    2,909 on at
    When it's lost there is no revenue so should be 0.

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