Notifications
Announcements
No record found.
Occasionally finding Open Opportunities assosciated with Orders - I have a workflow I run once a week, but ideally want this to be scheduled everyday.The Flow uses FetchXML to find the Orders that have an Open Opportunity and creates an Opportunity Close Activity for that Opportunity.
It succeeds and I can see the Opportunity Close Activity on the Timeline but does not close the Opportunity - any ideas?
Hi John,
I recommend you to use WinOpportunity/LoseOpportunity actions to close your opportunities.
LoseOpportunity: docs.microsoft.com/.../loseopportunity
WinOpportunity: docs.microsoft.com/.../winopportunity
You can call these two actions from Flow with the Dataverse connector using the "Perform a bound action"
Hi John Andrews,
Please refer to my answer in the following issue, which contains the detail steps of creating Opportunity Close Activity for Opportunity.
(+) When added to suppression list, close opportunity - Dynamics 365 Marketing Forum Community Forum
It should be:
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 108 Super User 2025 Season 2
Jimmy Passeti 50 Most Valuable Professional
Gerardo RenterÃa Ga... 49 Most Valuable Professional
