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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / What happen with that ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

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 20

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.

 pastedimage1580197728513v1.png

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

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

    Hello,

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

  • venkatesh t Profile Picture
    venkatesh t 20 on at

    Thanks Andrew,

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

    Regards,

    Venkatesh Tellabati

  • venkatesh t Profile Picture
    venkatesh t 20 on at

    Thanks Andrew,

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

    Regards,

    Venkatesh Tellabati

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

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

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