activities
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Integration Service Activities
Last updated Sep 26, 2024

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.
  • Description
  • Project compatibility
  • Configuration
  • Advanced

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