I am in a sales support role and we are upgrading from on prem to in cloud, Our development team has indicated that it would be custom code to have in cloud allow an opportunity to be reopened by the user. That is functionality that we have had for the last 7 years over multiple previous upgrades of MS Dynamics. I feel that I am not getting correct information.
Can someone confirm if reopening an opportunity is OOB functionality?
Thanks Don
Reopening an opportunity is out of the box (OOTB) functionality. This is a screen shot of a trial environment with the sample date loaded and viewing a "Won" opportunity. You can see it has a "Reopen Opportunity" button in the ribbon
If there is other functionality around business rules relating to reopening an opportunity then that would have to be customised, but the ability to reopen a closed opportunity still exists in the online version
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