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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to write program o...
Microsoft Dynamics CRM (Archived)

How to write program on the stages process

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Posted on by Syed_Faisal 815

Hello,

On the opportunity, there stages like Develop, Proposal, Close.

I need a formula for this.

We need to add a filed at the develop stage (Top) If Develop  proposal YES/NO?

In Discovery Stage

Only Question on Top should be

                Develop Proposal Y/N

                                If No, then

Text field pops up asking Sales personnel to type in reason for not preparing a proposal then,

Opportunity is closed and notification gets sent to Sales Director saying “XYZ” Opportunity has been closed ( if we can state reason why it was closed in the notification that would be ideal)

               

                                If yes, then once saved (and all mandatory fields are completed) , the opportunity is moved on to Proposal stage

                Please make the following fields also mandatory in this stage:

                                Customer Budget

                                Decision maker

                                Purchase Timeframe

*This post is locked for comments

  • Suggested answer
    Preeti Sharma Profile Picture
    Preeti Sharma 2,678 on at
    RE: How to write program on the stages process

    Hi,

    You can go with conditional branching in your business process flow. Here you can define conditions and validations as suggested by Neil Parkhurst.

    Thanks:)

  • Verified answer
    Neil Parkhurst Profile Picture
    Neil Parkhurst 10,725 User Group Leader on at
    RE: How to write program on the stages process

    I think a conditional branch in your BPF might be a good option.

    I did try this and found the out of the box develop proposal field, being a two option field didn't really give the results you might want. Create a new field as an optionset. With two options, yes and no. Then make it mandatory in your BPF stage before a conditional branch.

    That way you can force a branch when the user enters Yes or no. (As the field has there states, not entered, yes or no.)

    In the No branch you can add a text field called something like "why not" and make it mandatory.

    The Yes branch can follow the normal concept of confirming budget, decision maker etc etc.

    2018_2D00_01_2D00_31_5F00_18_2D00_37_2D00_13.png

  • Verified answer
    Clem Profile Picture
    Clem 2,541 on at
    RE: How to write program on the stages process

    You can use condition to display a branch or another.

    but directly inside a stage, you won't have the possibility to manage any conditional information ootb.

    but you could manage it programmatically too.

    Sum up :

    If condition A => display stage A else display Stage B

    if confition B => display Stage C or D

    etc etc

    Regards,

    Clément

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