Closing an Opportunity as won in Bulk

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Posted on by Super Dynamics

Hello,

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

Could you let me know the steps for that

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TedW 479 on at

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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

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USD on at

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RE: Closing an Opportunity as won in Bulk

This is right solution

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LuHao 40,890 on at

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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.

This will help other users quickly navigate to the answers.

Thanks.

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dian74 2,475 Most Valuable Professional on at

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RE: Closing an Opportunity as won in Bulk

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

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Super Dynamics 50 on at

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RE: Closing an Opportunity as won in Bulk

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

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Super Dynamics 50 on at

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RE: Closing an Opportunity as won in Bulk

Thanks Dian..

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LuHao 40,890 on at

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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.

Select Workflow and Opportunity.

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

Select Action to CloseOpportunity. Click Set Properties.

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.

Activate the workflow.

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

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

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.

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dian74 2,475 Most Valuable Professional on at

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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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