Help me close opportunities with Flow

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Posted on by Patrick Mandengue

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Hi team,

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.

Patrick

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ba365guy 2,950 on at

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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.

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Patrick Mandengue 155 on at

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Worked like a charm. My mistake was to use update not create

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ba365guy 2,950 on at

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Glad it worked!

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Ankita Chavan 104 on at

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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?

Flow:

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Suggested answer

ba365guy 2,950 on at

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As mentioned the below link:

ba365guy.home.blog/.../

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"

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Ankita Chavan 104 on at

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ba365guy

i don't know why but its still not working.

My flow is running successfully but its still not updating the status of opportunity.

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ba365guy 2,950 on at

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Did you add "create opportunity close" step?

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Ankita Chavan 104 on at

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ba365guy

yes I have added the step

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ba365guy 2,950 on at

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Can you show full view of the step "Create Opportunity Close" - Show advanced options

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Ankita Chavan 104 on at

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Thank you ba365guy.

I have resolved my problem.

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