In Dynamics 365 In Opportunities & Campaigns What Does "Finish" On The Business Process Ribbon Do?

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Posted on by Rick Bellefond CSM

Hi. I noticed that in Dynamics 365 that in Opportunities & Campaigns that in the Ribbon Area that there is something new called "Finish" and if you click on it then it changes to "Finished" with a check mark.

My question is this something that you can use in a View and/or Report? I was looking for a new field in the Opportunity entity with the Display Name of Finish but did not see one.

Thanks,
Rick Bellefond
RB Data Services
www.rbdata.com

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Community Member Microsoft Employee on at

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RE: In Dynamics 365 In Opportunities & Campaigns What Does "Finish" On The Business Process Ribbon Do?

Hi Rick,

Apologies for the late reply - are you referencing the correct Business Process flow?

If the Opportunity is using the Out of the box Process, the query should look as follows:

Were you, by any chance, using an Opportunity that started as a Lead? or one that was using a different Business Process Flow?

Regards,

Shubhangini
Rick Bellefond CSM on at

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RE: In Dynamics 365 In Opportunities & Campaigns What Does "Finish" On The Business Process Ribbon Do?

Hi Shubhangini,

First of all thanks for responding to my post.

I took an Opportunity and went through all the actions necessary to complete it and "Finish" changed to "Finished" but when I went into Advanced Find and did what you suggested:

Entity: Opportunities

--(under Related Entities) - "Opportunity Sales Process (Related Opportunity)": "Status Reason equals Finished"

I did not see any Opportunities, including the one that I just "Finished" show up on the list.

My Advanced Find does not have any other selection criteria.

Am I missing something?

Thanks!

Regards,

Rick
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Community Member Microsoft Employee on at

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RE: In Dynamics 365 In Opportunities & Campaigns What Does "Finish" On The Business Process Ribbon Do?

Hi Rick,

As you may know, with D365 you can have multiple Business Process Flows (BPF) associated with 1 record - for e.g. an opportunity may have a marketing nurture BPF as well as a Sales BPF running. The idea behind the Finish button is to mark which of the Business processes have been completed.

Note: Once, you click 'Finish' you cannot move to other stages using the UI for that BPF.

When you click the 'Switch Process' button for that record, you will now see this 'Finished' BPF on the Archived list - since it is no longer active.

To the second half - no you cannot add the field to the view using the user interface but you can query against it using Advanced Find. The query would go something like this:

Entity: Opportunities

--(under Related Entities) - "Opportunity Sales Process (Related Opportunity)": "Status Reason equals Finished"

Hope that helps,

Regards,

Shubhangini
Guido Preite 54,087 Super User 2024 Season 1 on at

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RE: In Dynamics 365 In Opportunities & Campaigns What Does "Finish" On The Business Process Ribbon Do?

can it be a custom button added by a solution installed or a customization someone did in your system?

I quickly checked a dynamics 365 trial and I didn't find that ribbon

can you post a screenshot?

thanks