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Hello,
I have a requirement from my customer to calculate the duration of sales process stages each user is going through.
eg for all leads qualified as opportunities in 2017: how long were they in Qualify, Discovery, Execution stages etc by owner.
I figured out that achieving this requirement was pretty straight forward to implement in CRM v8.1 or earlier. (below link)
https://community.dynamics.com/crm/b/nakedcrm/archive/2017/06/06/how-can-i-work-out-the-time-spent-in-each-stage-of-a-business-process
However from CRM v8.2 onwards, there has been data model changes in the way the business process works internally...it seems that each BPF spawns a new custom entity..
I was planning to add a custom entity which could track the stage start and end times using a workflow.
However to track the time duration for each stage, I need to know when to trigger my workflow which should ideally happen whenever the BPF starts or stage change happens.
Any ideas, suggestions welcome!
Not sure without seeing details. If workflow running maybe try setting scope to organization.
Hi,
Such information is available in dynamics 365 8.2
Follow this url
Hi,
you might register a real-time workflow on the BPF entity (for example, on the Opportunity Sales Process). If you make it a real-time workflow that is triggered before update and select "Active Stage" from the list of attributes that it'll be triggered on (I believe it's called "Process Changes" in the workflow designer for BPF entities), you'll get stage and duration (there is a field on the BPF entity) for that stage just before that stage is changed to something else. So you can record those values somewhere - on the custom entity, or on the entity for which the process is running.
I think you are looking for something like this.
www.powerobjects.com/.../executing-workflow-upon-change-business-process-flow-stage-dynamics-crm
Good luck!
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