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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.
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.
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.
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.
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
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.
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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