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Editing Opportunity Close Activities

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Posted on by Community Member Microsoft Employee

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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Administration and Setup

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Community Member Microsoft Employee on at

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RE: Editing Opportunity Close Activities

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
RaviKashyap 55,410 on at

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RE: Editing Opportunity Close Activities

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.
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Community Member Microsoft Employee on at

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RE: Editing Opportunity Close Activities

Hi Alex,

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

Thank you,

Olly
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ashlega 34,473 on at

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RE: Editing Opportunity Close Activities

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
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Community Member Microsoft Employee on at

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RE: Editing Opportunity Close Activities

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

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna, ITALY

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