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?

I have the same question (0)

All responses (4)

Answers (0)

Sort by

mobeenmohsin on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

meelamri 13,218 User Group Leader on at

Like (0)

Report
Copy link

Link copied!
Hello,

Please check the fetchXml below:

Was this reply helpful? Yes No
Suggested answer

Vipin J 1,603 on at

Like (0)

Report
Copy link

Link copied!

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/

Was this reply helpful? Yes No
Suggested answer

Vin.k.S 95 on at

Like (0)

Report
Copy link

Link copied!

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"

Was this reply helpful? Yes No