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Microsoft Dynamics CRM (Archived)

Close Opportunity in the Dynamics CRM for phone Express (2013)

Posted on by Microsoft Employee

We are operating on the CRM 2013 platform. Is there a way to close an opportunities as lost or won in the CRM for phone Express app.

Thanks in advance

Jill

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Close Opportunity in the Dynamics CRM for phone Express (2013)

    I can not seem to get the close dialogue box to open. Do you have any thoughts?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Close Opportunity in the Dynamics CRM for phone Express (2013)

    Hi,

    After reading this post: www.powerobjects.com/.../microsoft-dynamics-crm-2015-mobile-applications-a-tale-of-2-phone-apps

    It seemas that you need to open your desired opportunity and then click the edit button. Only after that you could update the status of your opportunity

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