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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Opportunity Sales Process
Customer experience | Sales, Customer Insights,...
Suggested Answer

Opportunity Sales Process

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Posted on by Amanson 35

We would like to modify "oportunity sales process" for any opportunity.

We would like to allow  to go back in  "oportunity sales process" when the "sale stage" is closed. 

When we reopen closed opportunities we can go back and forward in the "opportunity sale process" but if the "sale stage" is closed we cannot go back.

Is it posible to modify in advanced configuration?


2021_2D00_10_2D00_13-16_5F00_06_5F00_19_2D00_Oportunidad_5F00_-Opportunity_5F00_-Renovaci_F300_n-CTAIMACAE-2021-_2D00_-Dynamics-365.png
I have the same question (0)
  • Suggested answer
    Satya Nadella Profile Picture
    Satya Nadella 50 on at

    No

    opportunity is closed? whats

  • Satya Nadella Profile Picture
    Satya Nadella 50 on at

    No

    opportunity is closed? whats

  • Suggested answer
    Satya Nadella Profile Picture
    Satya Nadella 50 on at

    No

    opportunity is closed? whats

  • Amanson Profile Picture
    Amanson 35 on at

    Yes the opportunity is closed but I want to go back in the Opportunity sales processs

  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    Kenneth Ariel Chave... on at

    Hi,

    When the opportunity is closed, you cannot update any field without opening the opportunity. So, there is no way to update the field once the opportunity is close. You must reopen the opportunity to update fields.

    This documentation can help you on it:

    Create or edit opportunities (Dynamics 365 Sales) | Microsoft Docs

    If this was helpful, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

  • Amanson Profile Picture
    Amanson 35 on at

    We would like to modify "oportunity sales process" for any opportunity.

    We would like to allow  to go back in  "oportunity sales process" when the "sale stage" is closed. 

    When we reopen closed opportunities we can go back and forward in the "opportunity sale process" but if the "sale stage" is closed we cannot go back.

    Is it posible to modify in advanced configuration?

    reopenra.PNG

  • Amanson Profile Picture
    Amanson 35 on at

    Any idea?

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