Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / Updating Opportunity R...
Sales forum
Answered

Updating Opportunity Record on Lost

Posted on by 65

Hi

I have created a competitor lookup field for my opportunity main form.

I want this to be populated if the opportunity is closed lost and the competitor added.

I know out of the box you can't do this with standard work flows so I have tried to use flow to do this but not been able to.  

Does flow allow you to do this but I have just not got the flow right

or

Do the same rules apply once the record is won you can't edit even with a flow?

How do other people view competitors against lost opportunities?

Thanks

Robin

  • RobinA Profile Picture
    RobinA 65 on at
    RE: Updating Opportunity Record on Lost

    Thanks so much I was half way there but my flow wasn't correctly set (for a non dev, I'm still struggling a bit with them) and if it wasn't for people like you I would have given up!

  • Verified answer
    LuHao Profile Picture
    LuHao 40,860 on at
    RE: Updating Opportunity Record on Lost

    Hi Robin,

    We can do it through flow.

    Set the flow as follow.

    pastedimage1607504402003v1.png

    pastedimage1607504044060v3.png

    pastedimage1607504089073v4.png

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 9th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,246 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,041 Super User 2024 Season 2

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans