I am trying to change the "business process flow" status of a list of opportunity records in excel online.
I made a personal view of the opportunities that I wanted to change and then chose open in Excel Online. From Excel Online I can change from a drop down list and choose the business process flow status I want. I then click "save to CRM". It says in the data section of settings that the import was successful.
However when I look at the opportunity records back in CRM the status of the business process flow is unchanged.
Btw, the reason I want to do this in Excel Online rather than in CRM is because in CRM you are required to fill in a bunch of mandatory fields, in order to go forward in the business process flow. For these records this mandatory stuff is not required so we want to save time by changing them in Excel Online.
Any reason why the Excel Online changes are not applied even though it says import was successful? Or any tips on a workaround?
Thanks in advance.