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I want to be able to close opportunities with flow based on close quotes. I already have a business flow for automatically closing quotes on their expiry date (Close Quote Activities and update Quote status to closed). Now I want to close the related opportunities. I create a separate flow that triggers when the status of the quote changes to Closed, get the opportunity record and update Close activity record (Lost and canceled).
the flow runs indefinitely until it runs out of time.
Please your help will be appreciated to solve this.
Hi Patrick Mandengue
I had a similar situation. The right way of implementing this is as follows:
Let me know if this worked for you.
Worked like a charm. My mistake was to use update not create
Glad it worked!
Hi ba365guy, Patrick Mandengue
I am also working on similar requirement.
I am trying to mark opportunity as won when quote is marked as won using MS Flows. My flow is running successfully but opportunity status is not getting updated. Any idea why is this happening?
As mentioned the below link:
Create "Opportunity Close" record for the opportunity.
Your "Flow" is missing that step.
I see update "Opportunity Close", but ideally it should be "Create Opportunity Close"
i don't know why but its still not working.
My flow is running successfully but its still not updating the status of opportunity.
Did you add "create opportunity close" step?
yes I have added the step
Can you show full view of the step "Create Opportunity Close" - Show advanced options
Thank you ba365guy.
I have resolved my problem.
Hi, I am trying this with CDS but I still get Error: Resource not found for the segment 'de04b7a1-1888-45f0-bed7-55abf7bb9067.
I just created an opportunity closed activity. I use OpportunityId of the related Opportunity when asked to enter the unique identifier of the opportunity closed. Failure.
This blog might help you -
Business Applications communities