Hi everyone, I’m working with Dynamics 365 Projects, and I’d like to pull a report showing the date when a project was moved to the ‘Wrap Up’ stage in the sales process.
Is there a way to capture or extract this date (either through Advanced Find, audit history, or another method)? Any guidance or best practices would be greatly appreciated
Yes,you can capture the exact date when a project (or opportunity, lead, etc.) was moved to the Wrap Up stage of the business process flow (BPF) in Dynamics 365 Projects. It’s not immediately obvious, but there are a few supported ways to get at this data:
Add a custom “Stage Entered On” field
Create a DateTime field on the Project record (e.g., wrapupenteredon).
Use a workflow / Power Automate flow triggered on BPF stage change:
When activestageid = “Wrap Up”
Set wrapupenteredon = utcnow().
Now you have a persistent, reportable field directly on the Project table. Option 2 :Report directly from BPF entity
Use Advanced Find (or Dataverse query builder) on the relevant BPF entity (e.g., projectstageprocess).
Add columns like:
Project (lookup to your main record)
Active Stage
Active Stage Started On
Filter Active Stage = Wrap Up.
This will show you the date each record entered the Wrap Up stage. Option 3:Power BI / Dataflows
Pull the processstage and BPF entities into Power BI.
Join them to your Project records.
You can then show timelines of stage entry dates for Wrap Up and other milestones.
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