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Alert message after the opportunity is won

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Hello Folks, Is there a way to trigger a alert message on screen when the opportunity is won? Currently i have a function on save but since my plugin triggers on save my alert message is not triggered. If there any way to do so?
  • Suggested answer
    Inogic Profile Picture
    Inogic 402 on at
    Alert message after the opportunity is won
    Hello,

    To trigger an on-screen alert when an opportunity is won in Dynamics 365, consider using a third-party solution like Alerts4Dynamics.

    Alerts4Dynamics is a Dynamics 365 App for creating, scheduling, and managing alerts and notifications within Dynamics 365 CRM.

    Key features include:
    • Multiple Alert Types: Notify users with various alert formats.
    • Mode of Alerts: Set user preferences for receiving alerts.
    • View Logs of Alerts: Keep track of alert history.
    You can create multi-language messages, define alerts for individual or multiple records, and display notifications indefinitely or for a set period. This tool can help you set up alerts for specific events like winning an opportunity.

    A 15-day free trial of Alert2Dynamics is currently available, to explore its full range of features and benefits.

    Thanks,
    Sam
  • LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Alert message after the opportunity is won

    Hi HimaM,

    I'm so glad to hear that you have resolved your problem and thank you very much for sharing the solutions.

    Best Regards,

    Leo

  • Verified answer
    HimaM Profile Picture
    HimaM 135 on at
    RE: Alert message after the opportunity is won

    Hi Leo & David,

    My requirement was not possible using alert messages so i created a HTML webresource with the messages for won and lost and enabled these using JS using setVisible condition when the opportunity is won or lost.

    Thank you for your suggestions.

    Have a good day.

    Regards,

    Hima

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Alert message after the opportunity is won

    Hi HimaM,

    I tried many ways to do this but both of them didn't work.

    1. I created a custom field first named "new_copyStatus" and then I created a workflow to set the "new_copyStatus" field value to "Won" when winning the opportunity.

       Then I add a js code to alert the message to the "Onchange" event of "new_copyStatus" field on the opportunity form. But after a test, it didn't work :(.

       So we know that if we update the field through workflow, it will not trigger the "Onchange" event on the form.

    2. I added a js code to judge if the status is "Won", then alert the message when onloading the form because I find that when the opportunity finish the win process, the page will be reloaded. I tried this function but it still did not work. Then I found that when the opportunity finish the process and reload the page, it only do asynchronous update, not Synchronous which means it will not refresh the form so that the function of form "Onload" will not be triggered.

    I think that the "Win" process is a workflow which works in the background, but showing message on the form could only be done by js code. We could not trigger js code through workflows. So I'm sorry that there doesn't seem to be a way out right now.

    Hope it helps.

    Best Regards,

    Leo

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Alert message after the opportunity is won

    One option would be for the plugin to write the message to a custom text field that is hidden on the form, and to create a javascript function on the onload event to read this message and alert the user

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