Share
ReportHi 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
You’re offline. This is a read only version of the page.
448
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
thanks Bipin Kumar
your link and this (https://www.youtube.com/watch?v=gzxmCvVTGMo) help me a lot to build my process flow.
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?
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
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
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.
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?
Hi,
Data will be stored in Lead To Opportunity entity .
You can find this entity record from advanced find.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (