Delete all draft Quotes before OpportunityClose from Plugin

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Posted on by Shidin Haridas

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Hi All,

Requirement: Delete all draft quotes when an Opportunity is closed as Won / Lost.

The CRM platform OOB does not allow the user to close Opportunities that have draft/active quotes.

Solution:

I decided that I could use a plugin on the pre-operation of Update / SetState / SetStateDynamicEntity step to intercept the Opportunity Close and delete all the draft quotes before the system closed the Opportunity.

However, my plugin is being executed only AFTERWARDS. As a result, the user still sees the error message from DynamicsCRM about the draft/active quotes.

Maybe I am registering my plugin on the wrong plugin step. I even tried pre-create of OpportunityClose, but no use.
I am using D-CRM Online, version 9.0

I would love to hear some thoughts from the fellow developer!

Cheers & Thanks in advance,

Shidin

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Clem 2,541 on at

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Hello,

What about using the LoseRequest and WinRequest (msdn.microsoft.com/.../gg327908.aspx) in pre-operation ?

So you query all quotes before the request is actually finished and then you should be good to finish the process.

Clément

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Shidin Haridas 3,497 on at

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Clement,

That is brilliant! Thank you.

Cheers!

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