Updating Won and Lost Opportunity Fields, Dynamic 365

Normally when you update won or lost opportunity from UI, you need to reopen the opportunity, update field and then close opportunity as won or lost. However, this implies that the modified date and the Actual close of opportunity will change.

In this blog, we will show you how to update fields of won or lost opportunity without changing the actual close date field. This is relevant for data clean-up without losing track of when the opportunity was closed. This is an important business problem because of closed date effects sales pipeline.

Search your record from Advanced Find.

Add the Column you want to update. In my case, I am updating the “Lead Source” field.

Export the record, click on Export opportunities and then click on a static worksheet.

Open the excel sheet and Update the field you want- in my case I set Lead source field.

Save the excel file and go to Opportunities in CRM. Import your file.

Once your record is uploaded, your required field will be updated without changing the Actual Close date. Only “modified on” field will change.’

This export and import method will work for all entities.

That’s it for today, I hope it helped you!

If you have any question or queries, do not hesitate to reach out to us!