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Customer experience | Sales, Customer Insights,...
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Process stage of BPF retrieve in workflow

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Hi All,

I am working on Dynamics 365 V9.1 OnPremise.  We have migrated from CRM 2016 8.1 OnPremise to D365 9.1 OnPremise .  We have integrated more BPF and SDK message in CRM2016 version itself. By using process stage update in opportunity, the workflows and plugin sdk messages are triggering to update some of fields data or doing some action.  As per D365, entity level process stage is deprecated.  Only "Pipeline Phase (stepname)" value is updating if BPF stage is moving from one to another.  It is the combination of Index-Stage category Name.  But, the stage category name in Pipeline Phase is not properly concatenated.  So, not preferring to use Pipeline Phase instead of Process stage.

My clarification is, in opportunity workflow level, can I get the stage category name.  I referred below mentioned URL. 

community.dynamics.com/.../process-stage-name---version-9-1

In it, they are suggesting that can be created one custom field in the entity (eg. Opportunity) and this field can be updated by triggering of BPF entity (Means, each BPF has one BPF entity) "Active Stage Id" changes. If we have 10 custom workflow, do we need to trigger each custom workflow by change of active stage id. Instead of it, any other way can get stage category name. 

Thanks and Best Regards,

Saratha

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  • Suggested answer
    Nya Profile Picture
    29,060 on at
    RE: Process stage of BPF retrieve in workflow

    Hi Saratha,

    Please refer to the following thread.

    (+) How to get the current stage ID and stage Name - Microsoft Dynamics CRM Forum Community Forum

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