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I have 2 fields in Dynamics (Sales Stage and Probability). Sales Stage is the Driver for the probability field. Using a Business Process, I have set up the following:
Sales Stage Probability
Needs Analysis 30%
Closed Won 100%
For each Sales stage that is selected, the business process runs which then feeds the live probability %.
The issue I am facing is sometimes we want to manually change the probability. So for instance, an opportunity may be in prospecting Stage however instead of 25% we want to manually enter 40%. When I do so, it just saved back to the default of 25%.
Is there a way of doing this?
I am using Business Process because I noticed when I use a workflow, it only updates the probability field once the form has been saved and refreshed.
Thanks in Advance
There are few options to get this working, I would recommend the following
I assume you mean Business Rule not Business Process. If my assumption is correct, you could add a two options field (let's say the name of the field is new_probabiliymanualoverride). In your Business Rule, you could update your condition to only set the value if the manual override is not YES. This way you could prevent the BR from overwriting the value manually entered.
You will have to drop the new field to the form for this to work.
You could improve this a bit further by adding another BR to lock and unlock the probability field. The probability field can be read-only by default and only unlock it if the user wants to manually override it by selecting yes to the new manually override two options field.
Business Applications communities