Mark Opportunity as overdue if the opportunity or related activities are overdue

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Posted on by Russ S

Hello.

This is my first post here so please bear with me. I've just started on my Dynamics learning journey.

I'm trying to update a new field in Opportunities which captures either if an opportunity is overdue or if any of the activities related to the opportunity are overdue.

I’ve created a new field in opportunities called ‘Old Activities’. This is a rollup field which captures the earliest ‘due date’ on any open activities related to the opportunity.

I have also created a calculated field called ‘CurrentDate’ which captures today’s date.

I have created a new process (workflow) as below which should set the ‘Activity Status’ field.

This last step doesn’t seem to be working.

The requirement is as below.

If ‘Est Close Date’ & ‘Old Activities’ fields are older than today, then set ‘Activity Status’ field to ‘At Risk’

If ‘Est Close Date’ field is older than today then set ‘Activity Status’ field to ‘Overdue Opportunity’

If ‘Old Activities’ field is older than today then set ‘Activity Status’ field to ‘Overdue Activities’

If ‘Est Close Date’ & ‘Old Activities’ fields are equal to or newer than today, then set ‘Activity Status’ field to ‘On Track’

This needs to run overnight or hourly rather than on status change.

I've just started out on Dynamics so I'd be glad if anyone could offer some advice or point me in the direction of a better way to get to the end result.

Many thanks,

Russ

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Hi Russ,

If you want to run it overnight or hourly rather than on status change, you can achieve the whole thing through using schedule flow:

Go Power Automate(https://us.flow.microsoft.com/en-us/ )

1.Trigger:

Run flows on a schedule - Power Automate | Microsoft Docs

2.Retrieve all opportunities through 'List rows' action:

Use lists of rows in flows - Power Automate | Microsoft Docs

3.Compare dates through 'Condition' action:

Note: 'Apply to each' action will appear automatically after filling value from 'List rows'.

4.Update opportunities through 'Update a row':

Use a flow to update a row in Dataverse - Power Automate | Microsoft Docs

In 'Update a row' action to find the field--Activity Status to set correct value.

5.Save.

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Russ S 13 on at

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Hi , Thanks that has worked perfectly.

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