News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... How to update the oppo...

Customer experience | Sales, Customer Insights,...

Answered

How to update the opportunity stage when you insert the data in the form.

(0) Share

Report

Report

Posted on by JasonZhou

8

Hi,

Need help on this. When you insert or select from dropdown in the form, it will automatically populated in the stage without save the form.

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Leah Ju Microsoft Employee on at

Like (1)

Report

How to update the opportunity stage when you insert the data in the form.

Hi Partner,

When you insert or select from dropdown in the form, it will automatically populated in the stage without save the form.

That's to be expected.

Because essentially, they are the same field on the case entity, just placed in different locations(form and stage of BPF).

--Simple example, put the same field twice on the form, their values will be populated at the same time.

Through checking the 'Phone to case' BPF stages:

--In the stage, case id selected entity.

--In data step, fields are listed from case entity.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2

Martin Dráb 230,371 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans