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Conditional task/steps management

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Posted on by DAcustom555

We use D365 to track the common universal data between opportunities, but my company is in construction and we have many different kinds of projects that can have very different progression steps and a lot of discovery and scope collection.

One kind of project category might have 40 data points and tasks that need to be answered to progress through the project, and another project category might share 10 of those, but has 25 different data points that need to be answered.

I can't believe that creating these as opportunity fields and displaying them conditionally in a form is the right way to go, so how do others work through this kind of data collection?

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Leads or Opportunities

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a33ik 84,319 Moderator on at

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RE: Conditional task/steps management

Hello,

That's one of the ways. The other is to create a custom entity for your opportunity and save that data in the related data so there might be a different number of related data depending on the type of the project.