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Found 322165 threads
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0 VotesClosing an opportunity changes the created date to the close date
That would imply that the Sales Teams is opening and closing their Opportunities on the same day.Answered | 6 Replies | 6272 Views | Created by RonNasty64 - Friday, January 15, 2010 5:52 PM | Last reply by Donna Edwards - Tuesday, January 26, 2010 6:05 PM
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0 Votes
Cannot close Opportunity with active quotes
Update: I've done what I described above, it works well apart from one thing: if the Opportunity cannot be closed (for example because there are still active Quotes) the ...Answered | 5 Replies | 11875 Views | Created by Alberto Gemin - Duplicate Profile - Monday, April 13, 2009 6:34 PM | Last reply by Alberto Gemin - Duplicate Profile - Thursday, April 16, 2009 1:42 AM -
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Auto number in when closing opportunity
Actually, there is a method that uses workflow that can accomplish this from ADXStudio.Answered | 2 Replies | 2053 Views | Created by P Noushad - Sunday, February 10, 2013 12:42 PM | Last reply by Chris_InformaQuest - Sunday, February 10, 2013 7:42 PM -
1 Votes
Get Opportunity Close reason
Hi Jon, what you need is another customer workflow which takes opportunity object as input and returns you correct opportunity close (activity) record, ...Answered | 1 Replies | 1397 Views | Created by Jon_Evans - Monday, March 18, 2013 4:23 PM | Last reply by Mayank Pujara - Monday, March 18, 2013 5:06 PM -
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Prevent opportunities from being closed using a plugin?
Else you can write pre operation plugin.Unanswered | 4 Replies | 743 Views | Created by Sebd.DD - Wednesday, November 4, 2015 5:46 PM | Last reply by Kalim Khan - Wednesday, November 4, 2015 7:24 PM -
2 Votes
How to check if an opportunity is open or closed?
Perhaps I wasn't being clear My script IS being triggered when opening a form for an opportunity that is closed.Answered | 7 Replies | 6425 Views | Created by pmdci - Tuesday, April 19, 2011 2:25 PM | Last reply by pmdci - Tuesday, April 19, 2011 4:24 PM -
1 Votes
CRM 2011 Opportunity Close on Won N:N relationship
There is a plugin which does some stuffs which gets fired when the opportunity is closed as Won .Answered | 2 Replies | 2833 Views | Created by vivekprd - Thursday, June 13, 2013 4:46 PM | Last reply by vivekprd - Friday, June 14, 2013 4:06 PM -
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Cannot search for a closed opportunity
Try to use quick find - it should work now.Answered | 2 Replies | 1808 Views | Created by PeterPan1963 - Wednesday, January 14, 2015 10:03 PM | Last reply by Andrii Butenko - Thursday, January 15, 2015 4:32 AM -
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Description Field in Closed Opportunity
You will find it in the system generated activity description field. for the activity that is generated by the system when the Opportunity is closed.Answered | 5 Replies | 6999 Views | Created by sermoc - Friday, March 20, 2009 1:26 PM | Last reply by Donna Edwards - Tuesday, March 24, 2009 6:29 PM -
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Close Opportunity - Activate Competitor Field
I would steer the client in the direction of using a supported method and tout the advantage of being able to track wins and losses against multiple competitors for each ...Answered | 4 Replies | 5986 Views | Created by jbogrbs - Thursday, October 8, 2009 8:25 PM | Last reply by jbogrbs - Friday, October 9, 2009 2:11 PM -
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CRM 2013 Business Processes - can they prevent a lead from being qualified?
I will certainly use this to prevent opportunities being created.Answered | 8 Replies | 3351 Views | Created by PeterGleadell - Monday, January 13, 2014 12:15 PM | Last reply by PeterGleadell - Tuesday, January 28, 2014 9:18 AM -
1 Votes
Changing a closed opportunity
create a custom page add those fields on that page and a save button. when user press the save button, the custom code change the status of the opportunity, save the changes and change the ...Answered | 2 Replies | 4981 Views | Created by Diannk - Thursday, November 11, 2010 4:34 PM | Last reply by den_mark_98 - Friday, November 12, 2010 9:56 AM -
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Customizing the Close Opportunity Dialogue
Or you can create a new web page that performs the close opportunity and modify the onclick attribute of the corresponding menuItem in the opportuntiy formMy blog : ...Answered | 2 Replies | 6540 Views | Created by Vinay J - Thursday, October 29, 2009 12:48 PM | Last reply by Tanguy T [MVP CRM] - Thursday, October 29, 2009 1:16 PM -
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Change Close Opportunity flow
You will be able to retrieve it under Closed Opportunities.Answered | 3 Replies | 6558 Views | Created by Astri Kusumawardani - Friday, May 1, 2009 5:55 AM | Last reply by Astri Kusumawardani - Friday, May 1, 2009 6:50 AM -
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Prevent Closing Opportunity - Part II - How to inquire about the closing end state?
I think this will be of great use for many others.Answered | 2 Replies | 4570 Views | Created by mrbello - Sunday, June 20, 2010 5:50 AM | Last reply by mrbello - Sunday, June 20, 2010 4:07 PM -
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How to prevent closing opportunity if required fields are not entered and a certain condition does not meet?
I have equal task and solution for my case - was to create a plugin which handle Pre-Won message and throw an Exception if some of conditions don't meet.Answered | 1 Replies | 6621 Views | Created by Mubasher Alam - Friday, December 11, 2009 1:24 PM | Last reply by Andrii Butenko - Friday, December 11, 2009 11:16 PM -
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How to find opportunity is opened or closed?
Won and Lost Opportunities are closed.Answered | 6 Replies | 6296 Views | Created by Khadim Ali - Wednesday, February 9, 2011 6:21 AM | Last reply by Bilal Sayed - Wednesday, February 9, 2011 1:39 PM -
1 Votes
How to see the javascript code for Opportunity's "Close as Won" Out of the box button ?
http://simplicitypoint.wordpress.com/2012/11/08/getting-the-opportunity-entity-in-plugin-when-closing-as-won/ Thanks a lot.Answered | 5 Replies | 1648 Views | Created by Sreenath Medikurthi - Monday, November 25, 2013 7:12 AM | Last reply by Sreenath Medikurthi - Monday, November 25, 2013 9:21 AM -
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Opportunity Workflow to close opportunity as won when choosing 100% probability
With that being said, is there a way to order workflows?Answered | 10 Replies | 7588 Views | Created by Mitchell2012 - Thursday, May 10, 2012 3:31 PM | Last reply by Gonzalo Ruiz R - Monday, May 14, 2012 1:28 PM -
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CRM 2011: Executing a plugin on opportunity when revising related quote
When I reopen a won opportunity plugin does not fire.Answered | 15 Replies | 6844 Views | Created by Mostafa Moatassem - Saturday, November 26, 2011 10:42 PM | Last reply by mardukes - Monday, July 22, 2013 2:33 PM
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