Help to find the columns where the flow end/start

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Posted on by DiePic

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Hi all,

I need to know which tables-columns are interested when the flow end/start for these 4 steps: 1 = qualify / 2 = develop / 3 = offer / 4 = close

thanx for any help or suggestione

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Bipin D365 28,985 Moderator on at

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Hi,

Data will be stored in Lead To Opportunity entity .

You can find this entity record from advanced find.

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DiePic 448 on at

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Hi Bipin Kumar

thanx for reply, we dont use leads, we working only in opportunity ... I try to search in table you indicate and dont find my records

neither in table opportunitysalesprocess...

where can i search?

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Bipin D365 28,985 Moderator on at

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Hi,

Can you please tell me the business process flow name?

It is based on business process flow name, system creates custom entity by the same name.

Processstage entity stores the bpf stage details.

learn.microsoft.com/.../processstage

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DiePic 448 on at

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Hi Bipin Kumar

you overestimate my knowledge, I start using D365 only 2 month ago ca ....

in opportunity, on every step closure, I must start a little control (and send a mail to a user) .... so I need to know which is the column that contain the record that indicate the change of step.
Hope to be clear in my exposure ... my english is not so good

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Bipin D365 28,985 Moderator on at

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Hi,

You need to trigger your flow on change of your bpf entity.

What is your bpf name, you will find Entity with same name?

You can also use crm workflow

venkatasubbaraopolisetty.com/.../

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DiePic 448 on at

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Hi Bipin Kumar

As I've said, you overstimate my knowledge ....

I dont know how retrieve the bpf flow name and I have never work on crm worflow.

I thought that in some column of the OPPORTUNITIES table there was a column where these steps are inserted and updated.... fields that can be managed. For example if I would open the step Offer and return to step develop, is that possible?

There is some detailed tutorial to study on this argument?

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Bipin D365 28,985 Moderator on at

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Hi,

Please check below link

learn.microsoft.com/.../business-process-flows-overview

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DiePic 448 on at

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thanks Bipin Kumar

your link and this (https://www.youtube.com/watch?v=gzxmCvVTGMo) help me a lot to build my process flow.

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