How do I Change Opportunity Status in bulk On Create

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Posted on by James Mulvey

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

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Leads or Opportunities

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Amit Katariya007 5,801 Moderator on at

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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