web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Changing Opps sales process in bulk

(0) ShareShare
ReportReport
Posted on by 290

Hi Guys,

Im wondering if it is possible to change current open opps to a new sales process that I have created. I know I can remove the old sales process based on security roles but by shutting down these processes it now shows an error for the user on the Opps that have not moved to the new sales process. 

My thinking here is if there is a way of changing all open opps to the new sales process in bulk I can then turn off the other sales process.

Also part of this is how do I pick the default sales process for when a new Opp is created?

Thanks for your help on this. 

I have the same question (0)
  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    You should use XrmToolbox with following plugin - www.xrmtoolbox.com/.../

  • Jason Fleming Profile Picture
    290 on at

    Hi Andrew,

    Thanks for this. I have attempted to go through the steps to set this up but within my organisation I dont have the Global Admin rights to create all the relevant connections. Do you know of another way perhaps to get this done?

    Thanks again.

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Jason,

    "I dont have the Global Admin rights to create all the relevant connections" can you please comment on this? To connect to CE instance you have no need to be Global Admin.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 140 Super User 2026 Season 1

#2
Nagaraju_Matta Profile Picture

Nagaraju_Matta 128

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 70 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans