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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Check if competitors h...
Microsoft Dynamics CRM (Archived)

Check if competitors has been added to opportunity

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Posted on by Community Member

I want to check/validate if at least two competitors has been added before completing a specific stage in opportunity BPF. How Can I achieve this? Is it possible to span relationship(from opportunity to competitors)p using business rules

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  • Suggested answer
    M I Mostafa Profile Picture
    M I Mostafa 4,257 on at

    Hi

    If one opportunity has can have many competitors then you can't use business rules to do that check. The way to achieve this is either using JavaScript API call or a plugin that checks these values.

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    You could try using this JavaScript

    When you load the form it will fetch any competitors attached to the current opportunity and see if the count is less than 2. You can implement lots of ways to stop the user from completing a stage.

    var entity = Xrm.Page.data.entity.getId();

"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='true'>"+
"  <entity name='competitor'>"+
"    <attribute name='name' />"+
"    <attribute name='websiteurl' />"+
"    <attribute name='competitorid' />"+
"    <order attribute='name' descending='false' />"+
"    <link-entity name='opportunitycompetitors' from='competitorid' to='competitorid' visible='false' intersect='true'>"+
"      <link-entity name='opportunity' from='opportunityid' to='opportunityid' alias='aa'>"+
"        <filter type='and'>"+
"          <condition attribute='opportunityid' operator='eq' value='" + entity + "'/>"+
"        </filter>"+
"      </link-entity>"+
"    </link-entity>"+
"  </entity>"+
"</fetch>";

var records = XrmServiceToolkit.Soap.Fetch(fetchXML);

if (records.length < 2)
{
	//Stop the user from moving to next stage
}

    You will also need to download and add this code to the opportunity form as well:

    xrmservicetoolkit.codeplex.com

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