Using Flow, i am creating an opportunity and then as part of soem other logic, i need to close the same opportunity as WON/LOST in the same flow .
However i get the error
"This message can not be used to set the state of opportunity to won. In order to set state of opportunity to won, use the won message instead. \"type\":\"Microsoft.Dynamics.Solution.Common.CrmInvalidOperationException.
I have been using three fields to achieve teh same
1 actual close date
2. status (WON)
3. status reason (WON)
What does the rest of the Flow look like? Are all of the required fields in the opportunity filled in? Closing an opportunity has a few sub-jobs so D365 (assuming that's your CRM?) may be yelling at you because of that. I did see this in the ideas side, so I'm wondering if it's not totally possible yet.
Show us the rest of the process and we'll see what we can do. 🙂
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Thanks for your response.
So, when we close an Opportunitya s WON/LOST from CRM UI it also, it only takes the three fields i mentioned above which are auto populated there except for the status reason. Hence, i mapped the same fields in my flow with the status reason as WON/LOST.
if there was any field missing it gives some other error to help identify.
But this error, im just not able to decode "In order to set state of opportunity to won, use the won message instead" What does won message mean?
IN other discussion forums i came across an API "LoseOpportunityRequest()" https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/164822/how-to-change-opportunity-e...
so does it mean that even when using c#code instead of updaterecord() method there is another method used to close opportunity. And if thats the case then thiss functionality may be hasnt yet been brought into FLows.
Would you have any idea around this ?
Hey.. theres no solution to this. its left open for me as well.
if you see the reply from Ed, he pointed out to ideas forum where the exact requirement has been mentioned.
so propbably we can just wait until teh solution comes or we may need to figure alternate way for now to make it working.
Ok thank you @Rkaur
I also initially thought that I needed to set status values within the 'opportunity close' entity along with the 'opportunity' entity. I tried every combination of running the flow with parallel steps, setting opp status first, setting opp close status first, etc. and still same errors. Very frustrating this can be done through a crm workflow, but not within a flow.
First you need to create your opportunity without setting or updating your status. Just leave it empty
Second: You need to create a Opportunity Close activitities. With the created Opportunityid. From this point you can set your Opporunity status.
I have the same problem and I've tried your solution with adding the Opporunity Close Activities, but I still get an Error Message.
In my flow(Power automate) the opporunity will be "Closed as won" after the manager have approved some documents and received a confirmation email. The Erreror message I get is:
I'm not sure if anyone is still having an issue with doing a Closed Won on the Opportunity, but we have managed to action it successfully. The trick that we had was that instead of updating the Opportunity we had to create an Opportunity Close Activity and set the Status Reason/Status as Won. This was the last step in our workflow and we now have it updating successfully.
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