Dynamics Sales: Closing Opportunities in Bulk

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:20 AM by Kevin Schmidt - HCPro

Requirements 

All opportunities are required to have a name, estimated close date and estimated revenue.   

Create a view  with desired criteria and select the opportunities you wish to close in bulk: 


 


Click the “Flow” button on the top of the screen.   


Select Close Opportunities and Lost 

 

 

 

Click OK on the window that pops up.   

Completed. 

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