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How do I Change Opportunity Status in bulk On Create

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Hi Team,

My Organisation are doing a bulk import of opportunities, and we are required to import opportunities that are of all three status - open, won and lost. Is there a way to import opportunities as won or lost, or to bulk update opportunities as won or lost via workflow? I have attempted it via a standard workflow but it doesn't seem to work.

Thanks in advance

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 9,116 Super User 2024 Season 1 on at
    RE: How do I Change Opportunity Status in bulk On Create

    Hello James Mulvey ,

    You can create a on demand workflow and run it on the opportunity as a bulk.

    Please refer below article which will help you to implement your requirements.

    community.dynamics.com/.../closing-an-opportunity-as-won-in-bulk

    Thank you,

    Amit Katariya

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