Close Won Opportunity

UiPath.MicrosoftDynamicsCRM.IntegrationService.Activities.ClosedWonOpportunity

Description

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

Project compatibility

Windows | Cross-platform

Configuration

• Connection - The connection established in Integration Service. Access the drop-down 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.

Advanced

Options

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