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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Opportunity State Auto
Microsoft Dynamics 365 | Integration, Dataverse...
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Opportunity State Auto

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Posted on by passaia 25

Hello, 

I need to automatically change the statecode/statuscode of an opportunity when the user populate a field with a predefined value.

I tried with a process, with If Condition and both “update record” or “change status”, but the states do not change (still remain “open”).

Can someone help me please?

Thanks!

Max

I have the same question (0)
  • Verified answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hello,

    Can you please share your Workflow configuration?

    In the example below, my workflow changes the status of the opportunity to canceled when the topic contains the word "Close"

    pastedimage1617536608428v1.png

  • Anthony Dong Profile Picture
    Anthony Dong on at

    as far as I know, it can be done by workflow. "when the user populate a field with a predefined value.", you can change the status ?

    can you show us your workflow configuration ?

  • Suggested answer
    passaia Profile Picture
    passaia 25 on at

    Looking at your screenshot I forgot to set the flow to execute in real time mode!

    Thank you very much!

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