Customize Value probability on Sale Opportunity

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Posted on by Hoang2610

Hi Everyone,

I'm using Dynamics 365 Sale - version 9. I have a few questions that need help:

1. How to add new stage on process when i create new Opportunity

2. Customize probability value of sales stage and auto-complete after next stage in process.

Tks!

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Drew Poggemann 4 on at

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Hi Hoang2610,

#1 - You can modify the Business Process Flows through configuration within Dynamics 365. Microsoft provides a good guide here: [View:https://docs.microsoft.com/en-us/dynamics365/sales-professional/customize-business-process-flows:750:50]

#2 - You can set your Opportunity probability value based on the stage in the Business Process Flow by using a Business Rule. Example steps below...

You can look at the Business Process Flow within the Condition step of the workflow. You can use this to drive an action.

You can then Set the value of the Probability field based on this:

Hopefully this is what you were looking for.

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Hoang2610 30 on at

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Yes

Thanks a lot!

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Drew Poggemann 4 on at

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Can you please verify answer if this answered your question? Thanks!

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Hoang2610 30 on at

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Hi Drew,

Today i had configured my Opportunity Process, auto set probability value based on the stage in the Business Process Flow by using a Business Rule.

But when i create new Opportunity, Input data to form and next stage but value probability can not auto set.

I dont know why? Can you please verify my config and help fix that.

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Drew Poggemann 4 on at

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Hi Hoang2610,

Please make sure the Probability is showing on the form or the business rule will not fire. I just verified and it works as expected but you need to be displaying the field.

Thanks!

Drew

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