Changing Opps sales process in bulk

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Posted on by Jason Fleming

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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.

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a33ik 84,331 Most Valuable Professional on at

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RE: Changing Opps sales process in bulk

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.
Jason Fleming 288 on at

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RE: Changing Opps sales process in bulk

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.
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a33ik 84,331 Most Valuable Professional on at

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RE: Changing Opps sales process in bulk

Hello,

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