How to WIN/LOSE Dynamics 365 CRM Opportunity through Power Automate FLOW

InogicDyn365CE3 years ago17 Views


Introduction:

With Power Automate FLOW, we can execute a huge number of operations by connecting various systems. Now, we are talking about the Dynamics 365 CRM where we can execute the Actions of Dynamics 365 CRM. Here, we know that with the “Perform an unbound/bound” action step we can execute the CRM actions. So, we are trying to execute one of the CRM actions that are “WIN/LOSE OPPORTUNITY” but this action is not that simple as compared to other actions.

Here, you can see we have “WinOpportunity” action is available in the “Perform an unbound action” but this action is not working as per our expectation and we are getting below error.

Dynamics 365 CRM Opportunity

Dynamics 365 CRM OpportunitySo, to execute the “WIN Opportunity” action, we found an alternate solution. Let’s discuss the same to WIN an opportunity using Power Automate FLOW.

Solution:

To WIN opportunity using Power Automate FLOW, follow the steps given below:

  1. Basically, we need to specify the action name inside the “Perform an unbound action”….



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