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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / set Lead - business ph...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

set Lead - business phone and email as "must fill" before able to move to Qualify - next stage

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Posted on by HarHar 112

Hi !

Could you please advise :-

How to set Lead - business phone and email as "must fill" before able to move to Qualify - next stage ?

pastedimage1681912186118v1.png

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Thanks 

Cheers

HarHar

  • Verified answer
    Eiken Profile Picture
    Eiken on at
    RE: set Lead - business phone and email as "must fill" before able to move to Qualify - next stage

    Hi,

    Go to Advanced setting> Processing> All process > choose your Business process flow

    pastedimage1681955426781v1.pngpastedimage1681955469850v2.pngpastedimage1681955498381v3.pngpastedimage1681955516443v4.png

    Drag Data Step to this position and select Business Phone. Then set it required.

    pastedimage1681955598098v5.png

    pastedimage1681955679203v6.png

    Don't forget to update this BPF.

    pastedimage1681955822012v1.png

  • Suggested answer
    XM-22040801-0 Profile Picture
    XM-22040801-0 11 on at
    RE: set Lead - business phone and email as "must fill" before able to move to Qualify - next stage

    Hi,

    You can add the 2 fields in the Business Process Flow in the Qualify stage and set them to "Required".

    pastedimage1681921544647v1.png

    The Business Process Flow is available in Process list (in the same place as the workflow).
    - Open "Lead to opportunity Sales Process".
    - Click on Add => Data step
    - Select where you want to add it in your Qualify stage.
    - Select the field name (Eg: Business phone)
    - Check "Required".
    - Click on "Apply"

    You can add your second field, then:
    Click on "Update" on top of the window when you have finished.

    To learn more about BPF: learn.microsoft.com/.../business-process-flows-overview

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