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Prevent opportunities from being closed using a plugin?

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Hey all, what's the best approach to take plug-in wise - I want to prevent people from closing an opportunity as Won or Lost if they have not entered data in custom fields?

Do I do it in the pre-op state of both the won and lost messages; then just hit a return if the values don't exist?

Wednesday, November 4, 2015 5:46 PM

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Hello,

Yes. You can make validation and throw an Exception if fields are not populated.

As other possibility you can customize OOB button using Ribbon Workbench to override code that is called to close opportunity.
Dynamics CRM MVP
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Wednesday, November 4, 2015 5:59 PM

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Is it possible to throw the error before the close opportunity form loads?

Wednesday, November 4, 2015 6:13 PM
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Is it possible to throw the error before the close opportunity form loads?

As I already mentioned - what you need is to override existing command. Recheck this article with step-by-step instruction - https://community.dynamics.com/crm/b/mahenderpal/archive/2015/04/07/overriding-out-of-box-command-button-behavior-step-by-step
Dynamics CRM MVP
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Wednesday, November 4, 2015 6:17 PM

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You can override the OOB button as suggested by Andrii. Else you can write pre operation plugin.

Thanks!

Wednesday, November 4, 2015 7:24 PM