Microsoft Dynamics CRM (Archived)

Online 365: opportunity close trigger de-activate related records

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Posted on by Birgit RD

Hi,

We have created a custom entity which has a reference to an opportunity.

When the opportunity closes, we need to change the status of the related custom entity records to Inactive.

It is however not clear for me on what plugin entity/message I could react.

Opportunity - SetState or OpportunityClose - Create(?).

What would be the best option, and why would one option be preferabel over the other?

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ashlega 34,477 on at

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Hi,

I'd just try registering that plugin on the "Update" message for the opportunity entity - you will need to have a condition in your plugin code to verify if statecode attribute is in the "Target", and, then, to verify the specific value of the statecode (0 would be active, anything else would be closed)

As to why, SetState request is deprecated:

msdn.microsoft.com/.../microsoft.crm.sdk.messages.setstaterequest.aspx

Why not on the OpportunityClose entity.. You can probably do it on the "Create" of that entity, too (if it allows for the plugins/workflows to be registered)

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gupta.ambar2009@gma... 797 on at

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Hello Birgit ,

If you require to write a plugin on stage change then user ."SetstateDynamicEntity" message

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Ryan Maclean 3,070 on at

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why don't you configure this in the relationship mapping between the opportunity and your custom entity? That would be the easiest method I would think

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Birgit RD 2 on at

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For relationship mapping one need to have a parential relationship and to my knowledge, there can only be one for an entity.

I'll try with the Update message, and see how that goes.

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a33ik 84,331 Most Valuable Professional on at

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Birgit,

Potentially you can use workflow to handle change of opportunity state and cascade change of status to children using one of steps from my workflow toolkit - github.com/.../releases - you will need Relashionships - Cascade Status.

Also if I'm not wrong you can resolve that task using relationship configuration itself because there is no setting to configure cascade of state/status.

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Birgit RD 2 on at

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I used a plugin for the update message of opportunity, and it works fine.

Hence I marked the answer from Alex as the one that helped me out.

Thanks to everyone for your suggestions.

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