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Opportunity Sales Process - stages name to opportunity view

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Posted on by Sajtrs

Hello,

I would like to ask if the stage names from the opportunity sales process can be added to the opportunity view.

The sales opportunity process is actually not a table but a process, is this even possible? I guess some field would have to be added to the form to take data from this process, if I understand correctly.

I tried to think of a solution, but nothing came to mind.

I will be glad for any advice.

Thanks a lot.

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Abdul Wahab 12,119 Moderator on at

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Hi Sajtrs

Opportunity and 'Opportunity Sales Process' are tables in the system:

You can not add columns of the 'Opportunity Sales Process' table on the Opportunity forms because of their one-to-many relationship.

As 'Opportunity Sales Process is a table so you can take data from it.

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Sajtrs 20 on at

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Hi Abdul Wahab

Thanks you for answer. Yes I know that this is table, but when I am editing the sales pipeline I am doing it in processes.

Can you advice me exactly how could I take data from it?

Thanks.

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Abdul Wahab 12,119 Moderator on at

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Hi Sajtrs,

What do you want? Can you please elaborate on it a little bit more?

Here are some ways: For more details; learn.microsoft.com/.../xrm-webapi

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Sajtrs 20 on at

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Hi Abdul Wahab

I have no experience with this, I have always added fields from one table to another using a process. When I try to add from this table to the opportunity table, I don't see this table as related.

Thanks.

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Sajtrs 20 on at

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Hi Abdul Wahab

I have no experience with this, I have always added fields from one table to another using a process. When I try to add from this table to the opportunity table, I don't see this table as related.

Thanks.

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Sajtrs 20 on at

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Hi Abdul Wahab

I have no experience with this, I have always added fields from one table to another using a process. When I try to add from this table to the opportunity table, I don't see this table as related.

Thanks.

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