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Tips and Tricks

How to Validate Close as Won on an Opportunity

Post Author: Joe D365 | August 7th, 2017

When the circumstance occurs to check when an Opportunity is Close as Won you can validate the execution of this message with a plugin using the Win message. Today's blog will show you how to do this!

First, you'll click on the Close As Won button. This will bring up the following dialog:

You then fill out the request and a Win message will be sent to the execution pipeline.

You can write a plugin to capture the execution of this message to do any pre or post validation as needed.

The Win message contains an input parameter of OpportunityClose which you can use to obtain a reference to the Opportunity Id of the record being processed.

You may expect to register a Step using the Plugin Registration tool as 'Won' but it is instead a 'Win' as shown below.

There you have it. You can now validate the Opportunity being Close As Won and do any validation that is needed.

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Happy Dynamics 365'ing!

By Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.