Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM forum
Suggested answer

Back to first stage when opportunity closed as lost

Posted on by 6
Hi experts,
 
my mates want to configure the opportunity BPF with this functionality.
 
If they closed an opportunity as lost, they dont want to create another opportunity with almost the same data. They want if the opportunity closed as lost, the proccess go back to first stage and in the same opportunity we create another version.
 
I have thought to create a field version when the opportunity closed as lost, it increment +1. But I dont know how to go back to the first stage when opportunity closed as lost.
 
Thanks. Greetings.
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Back to first stage when opportunity closed as lost
    Hi,
    You can create one workflow in the opportunity to achieve your goal.
    1.Trigger:
    status of the opportunity change.
    2.Action:
    1)Installing this solution--Workflow Tools
    2)Using this step--Set Process Stage
    https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Set%20Process%20Stage.md
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans