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Microsoft Dynamics CRM (Archived)

Edit Actual Close Date of Opportunity?

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Dear friends,

We recently had a migration from a CRM Online instance to another done by a partner, afterwards it was noticed that the Actual Close Date of many won/lost opportunities have changed and I presume it's because the closed records were opened temporarily during migration, hence the actual close date of all records is now equal to that of the migration date.

is there anyway to fix this and make it revert to the actual "actual close date", as I still have the records from the source instance with the correct date. Will export/re-import work by looking up the records from old instance?

The wrong dates are impacting our reports and charts with data for won/lost opportunties. eg: YTD lost opportunities.

 

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  • Verified answer
    PS Profile Picture
    23,577 on at

    Hi Sameera

    Go to Sales>>Opportunities>>Closed opportunities>>Export to excel

    Select static worksheet with records from all the pages in current view

    checkmark- Make it available for re-import

    Change the actual close date in excel and import it back; it works

    if this reply has helped you, please mark it as verified

  • Community Member Profile Picture
    on at

    Yes, It worked!!

    Infact this is what I was trying as I mentioned in my question, may be I didnt look carefully to find it was working!!

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