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How to retrieve the all the record stages and it fields data i.e, lead to opportunity stage in ms crm in xml format

Posted on by 225

Hello expert,

 I have a requirement , how to retrieve all the record business process stages and it fields data i.e, lead to opportunity stage in ms crm in xml format.

i tried by using crm configuration migration tool , but not able to find business process in the while selecting the solution and also in entity not able to find lead to opportunity sales process entity.

please suggest me.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to retrieve the all the record stages and it fields data i.e, lead to opportunity stage in ms crm in xml format

    In addition to what Kabarousse Saad said, I would like to add

    Import often during the XML editing process. The XML will be validated on import and if there’s an error it will let you know. Dynamics CRM will not always tell you exactly what the error is, so the fewer changes made since the last XML import, the less code you need to check. Generally, just make one or two changes between uploads and check results along the way.

    Hope this helps.

  • Suggested answer
    Saad Kabarousse Profile Picture
    Saad Kabarousse 732 on at
    RE: How to retrieve the all the record stages and it fields data i.e, lead to opportunity stage in ms crm in xml format

    Hello,

    You can query the ProcessStage entity directly as shown below.

    pastedimage1579171831061v1.png

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