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Microsoft Dynamics CRM (Archived)

Post Rule configuration for Opportunity not working

Posted on by 1,320

For some reason the Post Rule for "New opportunity for an Account" is not working. However, the system post works when an opportunity is closed won. I compared the two rules and both are active so I'm not sure why I am not getting a system post for when a new opportunity gets created. Any help would be appreciated, thanks.

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  • epark06 Profile Picture
    epark06 1,320 on at
    RE: Post Rule configuration for Opportunity not working

    That worked! For some reason it was disabled. Thank you so much! Is it possible to retroactively create the system posts for these opportunities that were created before today?

  • Verified answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Post Rule configuration for Opportunity not working

    Hi,

    Go to settings->Customizations->->SDK Messages

    Look for ActivityFeeds.Plugins.OpportunityCreate:create of opportunity

    Ensure that the step is enabled and not disabled.

    16260.1.PNG

    Thanks,

    PS

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