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Automatically reactivate opportunity

  • 1.  Automatically reactivate opportunity

    TOP CONTRIBUTOR
    Posted 10 days ago
    Hello,

    It has been confirmed that if an opportunity is closed and then reopened, close as won does not become available and "Finished" is still selected in the sales process flow until the opportunity sales process is reactivated by clicking on the "Process" tab and selecting reactivate. The team is requesting guidance, setting up an automatic workflow that will reactivate the opportunity, remove the "Finished" status in the opportunity sales process and set the sales stage such as the qualify sales stage to active. Any assistance and/or feedback is appreciated.



    ------------------------------
    Anthony Parks
    Dynamics 365 System Administrator
    Comfort Systems USA
    Indianapolis IN
    ------------------------------


  • 2.  RE: Automatically reactivate opportunity

    TOP CONTRIBUTOR
    Posted 10 days ago
    @Anthony Parks - I have actually built a similar scenario out for a customer. The workflow will need to look at 2 different entities: The Opportunity entity and the BPF entity.

    Note: The BPF Entity could be the OOB entity (Lead to Opportunity Sales Process or Opportunity Sales Process); or, it can be a custom BPF you have put in place. You will see these entities listed in your solution along with the other entities.

    The workflow would then need to be triggered from the Opportunity status change and check for the Opportunity being Open. Then it would need to update the associated BPF stage and status to remove the "Finish".

    Also, since this is a 1:N scenario (1 Opportunity can have many BPFs), I would suggest you get the Dynamics 365 Workflow Tools from GitHub. There is an option to "Update Child Records". https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Update%20Child%20Records.md

    I have also set up the reverse where the customer wanted the "Finish" within the BPF to trigger the close of the Opportunity as "Won". This would require a different workflow starting with the BPF and updating the Opportunity.

    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------



  • 3.  RE: Automatically reactivate opportunity

    TOP CONTRIBUTOR
    Posted 10 days ago
    @Aaron Back, MCSE Can you show a screenshot or provide detailed instructions, explaining how "Finish" can be removed in the workflow ? ​A screenshot is provided below, showing what has been setup so far.



    ------------------------------
    Anthony Parks
    Dynamics 365 System Administrator
    Comfort Systems USA
    Indianapolis IN
    ------------------------------



  • 4.  RE: Automatically reactivate opportunity

    TOP CONTRIBUTOR
    Posted 9 days ago
    @Anthony Parks - In you step of "Update" for the "Opportunity Sales Process" click "Set Properties" and set the "Status" field to "Active". When a BPF is completed by clicking "Finish", it will set the record in the BPF entity to "Inactive".



    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------



  • 5.  RE: Automatically reactivate opportunity

    TOP CONTRIBUTOR
    Posted 9 days ago
    @Aaron Back, MCSE Hello Aaron, I created the workflow and activated it. A test opportunity was closed, finish was selected in the opportunity sales process, but when the opportunity was reopened, i still have to manually reactivate it before i can close the opportunity again, as finished is still shown in the sales process as shown below:

     ​

    ------------------------------
    Anthony Parks
    Dynamics 365 System Administrator
    Comfort Systems USA
    Indianapolis IN
    ------------------------------



  • 6.  RE: Automatically reactivate opportunity

    TOP CONTRIBUTOR
    Posted 9 days ago
    @Aaron Back, MCSE Can you show a screenshot or provide detailed instructions, explaining how "Finish" can be removed in the workflow ? ​A screenshot is provided below, showing what has been setup so far.



    ------------------------------
    Anthony Parks
    Dynamics 365 System Administrator
    Comfort Systems USA
    Indianapolis IN
    ------------------------------



  • 7.  RE: Automatically reactivate opportunity

    TOP CONTRIBUTOR
    Posted 8 days ago
    @Anthony Parks - Here is how I set things up (just for a quick example):

    • On the BPF Entity, I created a new custom field called "Opportunity Status". I made this just a simple text field.
    • Workflows:
      • The first workflow I set up is a real-time workflow on the Opportunity Entity. I added a Check Condition to check the Opportunity Status. If it's equal to "Open", I then have a step to update the Child record.
        • I am using the Dynamics 365 Workflow Tools and added the step to "Update Child Records".
        • Here is the setup of this step:
        • 1) This is a dynamics field from the Opportunity. Choose the "Record URL (Dynamic)" option.
        • 2) This is the schema name of the 1:N relationship between the Opportunity and the BPF entity.
        • 3) This is the value to set in the custom field on the BPF entity.
        • 4) This is the schema name of the custom field on the BPF entity.
      • The second workflow I set up is a real-time workflow on the BPF Entity. I added a Check Condition to see if the custom field contains the value of "open".
        • I added an Update step and here is the setup:
    • The end result is this: ​


    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------



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