Notifications
Announcements
No record found.
Can I add a filter on the view for an entity and fetch a list of all records for which the business process flow is in 'Finished' state?
Hi Shweta,
You can try to use Advanced Find and select related business processes and add multiple conditions to see the records, Advanced find is very powerful search which gives you ability to use them in multiple scenarios, we can add conditions on related entities and also you can look for process stage or similar column in specific entity using advanced find in Dynamics CRM. Please find more details using below:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/save-advanced-find-search
Best Regards,
Mobeen Mohsin
Hello,
Please check the fetchXml below:
Hi,
In Advanced find,
1) Select your entity - where the Sales Stage is listed.
2) Select the respective business process flow and check with condition for Sales Stage is equal to appropriate sales stage that you are interested in.
Read : https://vjcity.blogspot.com/
Since CRM 2016 the Business Process Flow is queryable over advance find.as Entity. Just look at the attached image
You will find phonecall (or wherever BPF is created) in the related Entity section, just select it and add the below condition
StatusReason = "Finished"
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 96 Super User 2025 Season 2
Jimmy Passeti 50 Most Valuable Professional
Gerardo RenterÃa Ga... 49 Most Valuable Professional
