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Any Opportunity over 1 year old, move them to Closed - Lost by Work-flow

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Posted on by CRM Develope

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Hi All

Any Opportunity over 1 year old, move them to Closed - Lost by Work-flow.

Any idea ?

Thanks

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Wayne Walton 13,726 on at

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RE: Any Opportunity over 1 year old, move them to Closed - Lost by Work-flow

You can use North52 to schedule workflows if you don't want to write your own code.
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Alex Fun Wei Jie 33,626 on at

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RE: Any Opportunity over 1 year old, move them to Closed - Lost by Work-flow

Hi,

If you are looking for automate solution. Not recommended to use workflow, because it would be using "Wait condition" which will consume a lots of memory.

You can create a batch job by referencing to below articles.

How to build a console application.

How to retrieve data from CRM.

How to close opportunity as lost.
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Syed Ibrahim 6,257 on at

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RE: Any Opportunity over 1 year old, move them to Closed - Lost by Work-flow

Follow the below approaches.

[View:https://community.dynamics.com/crm/f/117/t/250629]

Hope this helps

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