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in my BPF I want to mimic the closing of an Opportunity. What is the steps of Closing an Opportunity? Is it just updating the Status reason and Status?
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Hi
in my BPF I want to mimic the closing of an Opportunity. What is the steps of Closing an Opportunity? Is it just updating the Status reason and Status?
Hello cam64,
Hope you are well.
Yes, you can handle the closure process just focusing on Status and Status reason.
If you need further fields, you can use the solution described on this post:
community.dynamics.com/.../closing-opportunities-as-won-workflow-with-closing-date
Regards,
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