Close Lost Opportunity

UiPath.MicrosoftDynamicsCRM.IntegrationService.Activities.ClosedLostOpportunity

Description

Uses the Opportunity entity reference - POST API to choose an opportunity as lost and update its status.

Project compatibility

Windows | Cross-platform

Configuration

• ConnectionId - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.
• Opportunity - The unique identifier of the opportunity. Type upto 3 characters of the name or type a custom value to select the opportunity. The ID can be retrieved from List All Records → Opportunity activity by filtering the opportunity based on Topic or Account from the output field First Opportunity Record.
• Status - The status reason. Options available in the dropdown menu are: Canceled, Out-sold.

Advanced

Options

• Actual end - The actual end date. This field supports DateTimeOffset variables.
• Actual revenue - The actual revenue of the opportunity.
• Description - The description of the opportunity.