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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Closing an Opportunity...
Customer experience | Sales, Customer Insights,...
Answered

Closing an Opportunity as won in Bulk

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Posted on by Super Dynamics 50

Hello,

How do i close an opportunity as won/lost in Bulk ?

Could you let me know the steps for that

  • TedW Profile Picture
    TedW 468 on at
    Closing an Opportunity as won in Bulk
    Hi,
     
    We dont use Revenue in our opportunities, and Actual Revenue is a required field, is there any workaround to that?
     
    Thanks
    Ted
  • Suggested answer
    USD Profile Picture
    USD on at
    RE: Closing an Opportunity as won in Bulk

    This is right solution

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: Closing an Opportunity as won in Bulk

    Hi partner,

    If your issue is solved, please remember to click Yes under "Did this answer your question?" of the helpful answers to close this thread.

    pastedimage1591323409993v1.png

    This will help other users quickly navigate to the answers.

    Thanks. 

  • dian74 Profile Picture
    dian74 2,475 Most Valuable Professional on at
    RE: Closing an Opportunity as won in Bulk

    My pleasure. Could you mark my answer as verified when you have a moment please?

  • Super Dynamics Profile Picture
    Super Dynamics 50 on at
    RE: Closing an Opportunity as won in Bulk

    Thanks Hao..it was a great help, finally got the steps

  • Super Dynamics Profile Picture
    Super Dynamics 50 on at
    RE: Closing an Opportunity as won in Bulk

    Thanks Dian..

  • Verified answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: Closing an Opportunity as won in Bulk

    Hi partner,

    As Dian said, using om-demand workflow is a good solution.

    Go to Advanced Settings > Processes, new.

    pastedimage1591235771445v1.png

    Select Workflow and Opportunity.

    pastedimage1591235837054v2.png

    In the workflow editor, check As an on-demand process, select Scope to Organization. Then add a step - Perform Action.

    pastedimage1591236751183v3.png

    Select Action to CloseOpportunity. Click Set Properties.

    pastedimage1591236810726v4.png

    Fill in the information when closing the opportunity.

    If you want to make CloseDate today, then choose its Dynamic Values as Process and Execution Time.

    pastedimage1591236964135v5.png

    Activate the workflow.

    pastedimage1591236994826v6.png

    We should create two workflow, one Status is Won, the other Status is Lost.

    pastedimage1591237092374v7.png

    Go back to Open Opportunities view, select the opportunities, click Flow > the workflow, run it.

    pastedimage1591237205260v8.png

    In this way, the selected opportunities will be closed in bulk.

    If you have a huge amount of opportunities to be closed in bulk, then I recommend that you use XrmToolBox's "Bulk Workflow Execution" tool to run workflows for all records in a view.

  • Verified answer
    dian74 Profile Picture
    dian74 2,475 Most Valuable Professional on at
    RE: Closing an Opportunity as won in Bulk

    Hi,

    You could create a workflow you can run manually where you change the status of the opportunity to won. You probably also want to update the actual revenue field with the est. revenue value. Then you can select all opportunities you want to close as won and run the workflow manually.

    Please mark this answer as verified if this was helpful.

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