News and Announcements icon

Dynamics 365 CommunityForums Sales forum How to edit the band i...

Sales forum

Answered

How to edit the band in CRM

(0) Share

Report

Report

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!

Categories:

Leads or Opportunities

All responses Img

All responses (2)

Answers Img

Answers (0)

EmilieNybo1 4 on at

Like (0)

Report

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 Microsoft Employee on at

Like (0)

Report

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

Helpful resources

News and Announcements

New Dynamics 365 Community Call! (ERP Edition)

Quick Links

Leaderboard

#1

André Arnaud de Cal... 290,115 Super User 2024 Season 2

#2

Martin Dráb 227,971 Super User 2024 Season 2

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans