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Est. Close Date RRS feed

  • Question

  • I need to understand a little how this field works. How does this field get updated or estimated?

    Thanks

    Thursday, June 18, 2015 6:05 PM

Answers

  • I'm pretty sure that's set manually.  No way for CRM to know this without human intervention.
    • Proposed as answer by Chris_Harrington Thursday, June 18, 2015 7:52 PM
    • Marked as answer by wsilage Friday, June 19, 2015 4:13 PM
    Thursday, June 18, 2015 7:52 PM

All replies

  • I'm pretty sure that's set manually.  No way for CRM to know this without human intervention.
    • Proposed as answer by Chris_Harrington Thursday, June 18, 2015 7:52 PM
    • Marked as answer by wsilage Friday, June 19, 2015 4:13 PM
    Thursday, June 18, 2015 7:52 PM
  • Its a manual input by Sales Users. However you can use this as per your requirements. In one of my implementations client was interested to find the difference between est close date and actual close date of an opportunity to opportunity ageing.

    You can automate this as well if you have set time frames for opportunities as well.


    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Friday, June 19, 2015 6:19 AM