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Creating a View that maps a specific field change

I am trying to create a view for opportunities as the team wish to see any New Opportuntites created in the current month as well as any existing ones where the Opportunity Stage has been modified

I thought you could do something with Process sessions but worried I might be on the wrong track. Still new to Dynamics 365

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Hi,

Unfortuntaly there is no straight forward way to achieve this. Becuase The Opportunity Process Stage are maintained in a separate Business Process Flow entity, for example, if you are using the OOB BPF "Opportunity Sales Process", then whenever you change the stage, this record on this entity gets changed ( It also updates the opportunity though). Now becaause it is a separate entity, and you need to check "Or" condition, you cannot do this in advance find.

There is a workaround though, which involves having a field on the Opportunity entity which stores the datetime when the stage change happens. This can be done by creating a real time workflow on the BPF entity (E.g. Opportunity Sales Process" and trigger it on BPF Process Change - Active Stage [Field Change].

Once you have the above field & workflow, you can just simply create a view where Created On is "This Month" "Or" Last Stage Change On is "This Month".

I tried this in my test environment and it seems like working. Let me know if you need any further help.

Hope this helps.

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