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

(0) Share

Report

Posted on by CU23100303-0

157

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

I have the same question (0)

All responses (8)

Answers (3)

Verified answer

Wahaj Rashid 11,321 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Verified answer

LuHao 40,890 on at

Like (0)

Report
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.

Was this reply helpful? Yes No
CU23100303-0 157 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
CU23100303-0 157 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (0)

Report

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.

Was this reply helpful? Yes No
CU23100303-0 157 on at

Like (0)

Report

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

Thank you so much Sravz!

Was this reply helpful? Yes No
ClarizaDellomas 81 on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Shubham 65 on at

Like (0)

Report

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?

.

Was this reply helpful? Yes No