Skip to main content

Notifications

Microsoft Dynamics CRM forum
Suggested answer

Opportunities not closed as expected

Posted on by 10

Hello,

We would like to create a view of all our open opportunities where estimated close date are moved during the last month. Is it possible?

Thx

Categories:
  • Suggested answer
    MikeC282 Profile Picture
    MikeC282 2,075 on at
    RE: Opportunities not closed as expected

    A quick and simple way of potentially doing it is creating another date time field on opportunities called Est Close Move Date.

    Then create a flow that triggers on Est Close date modification and update that date time field to the modification date. You can then use that date time field as your view filter.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans