What happen with that opportunity when its Est.Close Data passes (i.e Experied ) in mscrm.

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Posted on by venkatesh t

Hi community folks,

I want to know when I create opportunity record with est.close date and save, What happens with that opportunity when its est.close date was passes or expired in mscrm.

I have tried with this scenario my analysis was after passed the est.close date, when I open that opportunity record its showing relationship assistant record with in opportunity form Please find below screen shot.

Please let me know, apricating in advance for your time and sharing your thoughts.

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a33ik 84,325 Most Valuable Professional on at

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RE: What happen with that opportunity when its Est.Close Data passes (i.e Experied ) in mscrm.

OOB - it should not but generally speaking it could create some cards using Sales Insights - docs.microsoft.com/.../overview
venkatesh t 20 on at

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RE: What happen with that opportunity when its Est.Close Data passes (i.e Experied ) in mscrm.

Thanks Andrew,

I have another query, If its create any background records in the system.

Regards,

Venkatesh Tellabati
venkatesh t 20 on at

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RE: What happen with that opportunity when its Est.Close Data passes (i.e Experied ) in mscrm.

Thanks Andrew,

I have another query, If its create any background records in the system.

Regards,

Venkatesh Tellabati
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a33ik 84,325 Most Valuable Professional on at

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RE: What happen with that opportunity when its Est.Close Data passes (i.e Experied ) in mscrm.

Hello,

Nothing will happen with opportunity after Est. Close Date is passed.