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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
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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