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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to edit the band i...
Customer experience | Sales, Customer Insights,...
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How to edit the band in CRM

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Posted on by EmilieNybo1 4
Hello, 
 
We´re trying to get a hold on our Dynamics 365 CRM system, which has been left for quite a while. 
 
How can i edit the different stages in the band that goes from lead to opportunity to sale?
 
Best regards, 
Emilie!
  • EmilieNybo1 Profile Picture
    EmilieNybo1 4 on at
    How to edit the band in CRM
    @RudyZhang thank you! That worked :)
     
    But it does not seem like the new BPF will go through the stages?
     
    I have made the flow flow quite simple:
    When i make the lead qualitied it does move to an opprtunity, as i hoped. 
    BUT when i close the opportunity as "Won" i wanted the step to go to the "Offer signed" step, but it does not. 
    Do you know how i can change this?
     
    Best Regards, 
    Emilie
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    How to edit the band in CRM
    Hi,
     
    Your requirement is to change the Business Process Flow for /Lead to Opportunity/. is this correct?
     
    Here are some simple steps.
    1. According to our tests /Opportunity/ uses the BPF /Lead to Opportunity Process/.

    2. You can edit this BPF in /Solution/.


    3. You can also create a BPF to customize the /Lead to Opportunity/ process.

     
     
     
     
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang
     

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