How to Obtain Time Duration at Each Step of the Business Process Flow

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Posted on by Daniel Dellaspora

135

Hello everyone, everything good?

Please, is it possible to obtain the length of time that a particular user spent at each stage of the business process flow?

For example, thinking about a sales process, I need to know how long my salesperson stayed at each stage of the prospect's business process flow until the opportunity.

Is there a native way to extract this information as shown in the following image for an example?

3162.print-1.jpg

I ask this, because doing an Advanced Location using the entity "Sales Process from the Prospective Customer to the Opportunity", only returns the
Total Duration, but I need the Duration of each Stage of the Business Process Flow. And also by the Advanced Location, it only displays the Total
Duration after the Business Process Flow is Marked as completed, as shown in the following images for example.

6242.print-2.jpg

Categories:

Dynamics 365 Administration

Customization / Solutions / SDK and API

Integration with Other Products

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Answers (3)

Shubham 65 on at

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RE: How to Obtain Time Duration at Each Step of the Business Process Flow

I have seen your solution for stamping time on Opportunity BPF, the process seems fantastic.

BUT

As we move from second last stage to last stage, it doesn't populate the "To" date and not even recording the last stage and its time.

Can you please suggest any solution?

.
ClarizaDellomas 81 on at

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RE: How to Obtain Time Duration at Each Step of the Business Process Flow

Hi Sravz,

May I know if you already come up with a solution without needing to create a custom entity?

Can you please share it to us?
Daniel Dellaspora 135 on at

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RE: How to Obtain Time Duration at Each Step of the Business Process Flow

Thank you so much Sravz!
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Community Member Microsoft Employee on at

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RE: How to Obtain Time Duration at Each Step of the Business Process Flow

Hi ,

Thanks for the post. I have this same requirement. But I don't want to create a custom entity.

Is it possible to record the duration of the BPF stages on the same entity.

Please is it possible, Thank you.
Daniel Dellaspora 135 on at

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RE: How to Obtain Time Duration at Each Step of the Business Process Flow

Hello Lu Hao, thank you very much for your help and detailed explanation, helped me and solved my situation.
Daniel Dellaspora 135 on at

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RE: How to Obtain Time Duration at Each Step of the Business Process Flow

Hello Wahaj Rashid, thank you very much for your assistance, it was very helpful.
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LuHao 40,866 on at

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RE: How to Obtain Time Duration at Each Step of the Business Process Flow

Hi Daniel,

We can create a new entity to store the BPF stage history and use real-time workflow to create the new entity records.

I reter to the solution in this blog TRACK OPPORTUNITY SALES STAGE HISTORY

1. First create a new entity.

2. Then create some fields. Add them to the main form.

Opportunity – Lookup field

Previous- Single line of text field

New – Single line of text field

From – Date and time field

To- Date and time field

Duration(hours) – Whole number (Calculated field)

3. Create a lookup in Opportunity, then insert this lookup field and a sub-grid of the new entity on the Opportunity form.

4. Create a real-time workflow.

Please refer to the video at the end of the blog for details on how it works.
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Wahaj Rashid 11,319 on at

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RE: How to Obtain Time Duration at Each Step of the Business Process Flow

Hi,

Thank you for your query.

The solution is to create a custom entity and record time stamps whenever stage changes.

Please see following article:

Track Time Users Spend in the Stages of Dynamics 365 Business Process Flows - Dyn365Pros

Also this thread is useful:

(+) Open stage duration - Leads/Opportunities - Dynamics 365 Sales Forum Community Forum