Customer experience | Sales, Customer Insights,...

Fetch all records of an entity who's business process flow is in 'Finished' state

(0) Share

Report

Posted on by Shweta_Shukla

107

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?

All responses (4)

Answers (0)

Suggested answer

Vin.k.S 95 on at

Like (0)

Report

RE: Fetch all records of an entity who's business process flow is in 'Finished' state

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"
Suggested answer

Vipin J 1,603 on at

Like (0)

Report

RE: Fetch all records of an entity who's business process flow is in 'Finished' state

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/
Suggested answer

meelamri 13,216 User Group Leader on at

Like (0)

Report
RE: Fetch all records of an entity who's business process flow is in 'Finished' state

Hello,

Please check the fetchXml below:
mobeenmohsin on at

Like (0)

Report

RE: Fetch all records of an entity who's 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