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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / view for the different...
Customer experience | Sales, Customer Insights,...
Answered

view for the different Sales Stages in the Opportunity Sales Process

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Posted on by Leoker 593
hi all, i thought it would be quite simple to create a view which shows the opportunities in the different stages from the Opportunity Sales Process,
but i am not able to create it, i cannot find the right column to filter on. Below a screenshot of the Opportunity Sales Process
I can find a column named Sales Stage in the Opportunity entity, but is seems it is not the same as the one(s) from the Opportunity Sales Process
perhaps someone can tell me what i am overlooking / doing incorrect?
many thanks for the replies
best regards
leo

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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi，
    Each Business Process Flow is also an entity, so current BPF is "Opportunity Sales Process" entity, and the field that identify its stage is "Active Stage" in this entity.
    And this BPF entity is related to opportunity, you can create one view on this BPF entity.
    --Add columns: opportunity and active stage or other columns you need.
    Result:
    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     

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