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dynamics-crmmicrosoft-dynamics

Update the field on closed opportunities

I have a requirement to update the field on closed opportunities(won/lost) without reopening the records.

Please suggest if we do have any way of achieving this task.

Thanks.

Solution

  • Yes you can achieve this.

    closed (Lost/Won) opportunity can be updated using workflow. Create a OnDemand workflow which will update field which you wish and run this on closed opportunity. try to see if you get field updated.

    I just tried it on one of my instance for closed opportunity and I updated description field. It did updated without reopening opportunity.

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