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Customer experience | Sales, Customer Insights,...

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Help with Plugin to track how much time entity spent in each of business process stage

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Posted on by Luvas

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Hello!

I need to write a plugin that does the following: we have a custom entity named Business Stage Run with fields like:

"Stage Id", "Stage Name", "Next Stage Id", "Next Stage Name", "Duration", "Process Id", "Process Name", "EntityName", "EntityDescription", "EntityId

When an entity in Dynamics change its business state, it should create a new record of the given entity with the fields above.

I know Dynamics keeps track of business in an entity (e.g Oportunity have an entity called Oportunity Sales Process I think, with fields like activestageid), so I thought to write a plugin on update of those fields? But I'm a bit clueless about how to do it. Do you guys have any ideas?

Thanks! Lucas.

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Johao Larios 1,795 on at

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Hello Luvas!

You could registered the plugin on update stage an filter it by fields:

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/best-practices/business-logic/include-filtering-attributes-plugin-registration

I have used this a lot of times and is very helpful on these kind of scenarios.

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