Create Custom Workflow for Close an Opportunity in MSCRM 4.0

Step1: Create a "Workflow Active Library" project in Visual Studio. I am using name "CloseOpportunity"

Step2: Take reference of "microsoft.crm.sdk" and "microsoft.crm.sdktypeproxy" in the project.

Step3: Write following code in "CloseOpportunity" namespace.

using System;

using System.ComponentModel;

using System.ComponentModel.Design;

using System.Collections;

using System.Drawing;

using System.Workflow.ComponentModel.Compiler;

using System.Workflow.ComponentModel.Serialization;

using System.Workflow.ComponentModel;

using System.Workflow.ComponentModel.Design;

using System.Workflow.Runtime;

using System.Workflow.Activities;

using System.Workflow.Activities.Rules;

using Microsoft.Crm.Sdk;

using Microsoft.Crm.SdkTypeProxy;

using Microsoft.Crm.Workflow;

using System.IO;

namespace CloseOpportunities

{

    [CrmWorkflowActivity("Close Opportunities", "My Custom Workflow Activities")]

       public partial class ExecuteCloseOpportunities: SequenceActivity

       {

              public ExecuteCloseOpportunities()

              {

                     InitializeComponent();

              }

        protected override ActivityExecutionStatus Execute(ActivityExecutionContext executionContext)

        {

            // Get the context service.

            IContextService contextService = (IContextService)executionContext.GetService(typeof(IContextService));

            IWorkflowContext context = contextService.Context;

            // Use the context service to create an instance of CrmService.

            ICrmService crmService = context.CreateCrmService(true);

            Lookup objLookup = new Lookup();

            objLookup.Value = context.PrimaryEntityId;

            objLookup.name = "Opportunity";

            opportunityclose objopportunityclose = new opportunityclose();

            objopportunityclose.opportunityid = objLookup;

            //Use for Lose an Opportunity

            LoseOpportunityRequest objLoseOpportunityRequest = new LoseOpportunityRequest();

            objLoseOpportunityRequest.OpportunityClose = objopportunityclose;

            objLoseOpportunityRequest.Status = -1;

            LoseOpportunityResponse objLoseOpportunityResponse = (LoseOpportunityResponse)crmService.Execute(objLoseOpportunityRequest);

            //Use for Win an Opportunity

            /*WinOpportunityRequest objWinOpportunityRequest = new WinOpportunityRequest();

            objWinOpportunityRequest.OpportunityClose = objopportunityclose;

            objWinOpportunityRequest.Status = -1;

            WinOpportunityResponse objWinOpportunityResponse = (WinOpportunityResponse)crmService.Execute(objLoseOpportunityRequest);*/

            return ActivityExecutionStatus.Closed;

        }

       }

}

Step4: Create/Add a Strong Name Key for "CloseOppoertuniy" project.

Step5: Rebuild and Compile the "CloseOpportunity".

Step6: Copy "CloseOpportunity.dll" and "CloseOpportunity.pbd" and pase in "\Microsoft Dynamics CRM\Server\bin\assembly" folder on MS-CRM server.

Step7: Register "CloseOpportunity.dll" for your organization through Plugin registeration tool.

Step8: Create new "Close Opportunity" On Demand Workflow from your CRM Web Client.

Step9: Publish that "Close Opportunity" workflow.

Step10: Open "Sales->Opportunities" from your CRM Web Client. Select those opportunities which you want to close. Click on "Run Workflow" button and select "Close Opportunity" workflow and enjoy..........