CRM Importing Won Opportunities
David Alberto asked 7 years ago
I’m in the process of migrating data from Dynamics CRM 2013 to Dynamics 365 using SmartConnect. I’ve migrated accounts, contacts and open opportunities, however I have not been successful in migrating won/lost opportunities. What is the process of migrating closed opportunities between CRM environment.
Answers
Ethan Sorenson Staff answered 7 years ago
Hello David,
Opportunities are hard to import if they are closed as Won or Lost. You will be unable to import them as Won or Lost, but you can import them, then use a workflow in CRM to change the status to either Won of Lost.
Hope this helps with your integration!
Opportunities are hard to import if they are closed as Won or Lost. You will be unable to import them as Won or Lost, but you can import them, then use a workflow in CRM to change the status to either Won of Lost.
Hope this helps with your integration!
Maryna replied 6 years ago Hi Ethan,
Has there been any changes to this? We also are interested in importing Won or Lost opportunities into CRM Online on a scheduled basis. Is there a way to make the Opportunity status change happen using Map Post Tasks or Document success task?