Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Bulk Closure of Opportunities - how to define also reason code in the workflow?

(0) ShareShare
ReportReport
Posted on by

Hello,

I would like to bulk close multiple opportunities at once and update their status to 'lost' in one shot as well as the 'reason code' to indicate why they were lost (e.g. due to pricing). I therefore created a field 'reason code' on the opportunity close entity. When setting up the workflow for bulk closure though, I am not able to define in the properties the 'reason code'... Can anyone tell me how I could solve this and make sure that this field can be defined in the workflow as well?

pastedimage1634146049873v1.png   

 pastedimage1634146348533v3.png

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.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,884 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,760 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans