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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to better handle c...
Microsoft Dynamics CRM (Archived)

How to better handle closing of opportunities?

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Posted on by plesq 100

Seasons Greetings Everyone!

I'd like to adjust how we handle closing of opportunities and really only want to make COMPETITOR a required field for when we close an opportunity as a loss.  Unfortunately, the Opp. Close form is not editable (why did you do that Microsoft!?!?) and I also can't make that field required.  

What is the best way to handle this - should I remove those options from the workflow and just add multiple stages and handle as an opportunity field?

Thanks!

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  • Suggested answer
    Clem Profile Picture
    Clem 2,541 on at

    Hello,

    You can create a plugin or pre-operation which run on Opportunity Lose message and check if there is the competitor field filled.

    If not, triggered an exception telling the user to fill it.

    Clément

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