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Please describe how to show in Lead entity list Display Name vale from
Sales stage defined in Business process flow
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Hi,
The original Sales Stage Name (part of StageId, ProcessID) fields are deprecated in Dynamics. You can follow my blog to get the stage name in a custom text field on the entity.
Blog - d365demystified.com/.../bpf-process-stage-name-not-populating-on-records-in-d365-v9-deprecated-and-workaround
Hope this helps.
Thank you, I managed to implement this for Lead entity, but
for Opportunity i haven't. I don't know what I am doing wrong
I figured out, this workaround only applies if you create new opportunity.
But in case you go from Lead to Opportunity than custom stage field is not populated
Hi Davor,
If you make the workflow on-demand, you can query all the records of the BPF's entity record, you can even run for the existing records as well.
Do an advanced Find on that Business Process Flow's entity where Opportunity is present and call the workflow on-demand, the existing records will be updated as well.
Thanks.
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