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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Editing Opportunity Cl...
Microsoft Dynamics CRM (Archived)

Editing Opportunity Close Activities

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Posted on by Community Member

Is there any way of editing or updating Opportunity Close Activities?

Basically we want to bulk "Lose" a large number of Opportunities but want to have the same "Description" against all of their related Opportunity Close Activities.

I can't seem to be able to update this using a workflow when closing the Opportunity and then can't update the related Opportunity Close Activities afterwards as they are closed/locked.

Any help would be much appreciated!

Olly

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Olly,

    you need to:

    1) Create a **real-time** workflow over Task entity, change where Records change status, with "Start when" option = "Before" 

    2) Steps:

    Check if task regards an opportunity

    Check if status is closed

    Set Description = Opportunity Description

    Please let me know.

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at

    Hi,

      there is an out-of-the-box custom action you can use to create opportunity close activities:

    - Create a workflow on the opportunity entity

    - Add a step

    - Choose Perform Action -> Close Opportunity (will be somewhat down.. close to the bottom in the list of actions)

    - Set the properties of that step

    - Activate the workflow(as on-demand), and run it for all those opportunities

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Alex,

    That's brilliant, thanks. Did exactly what I needed it to!

    Thank you,

    Olly

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    As suggested by Alex above, yiu can use the OOB Perform Action >> Close Opportunity step. With this you can set all the fiwlds od Opportunity Close entity including Description.

  • Community Member Profile Picture
    Community Member on at

    Hi Francesco,

    Thanks for your quick response. In the end I used the solution Alex proposed (below) as I didn't realise that option actually already existed.

    I can see how your method would work also though.

    Thanks,

    Olly

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