Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 general forum
Answered

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

Posted on by 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

print-3.jpg

  • Shubham  Profile Picture
    Shubham 65 on at
    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?

    .pastedimage1655115113236v1.png

    pastedimage1655115138651v2.png

  • ClarizaDellomas Profile Picture
    ClarizaDellomas 81 on at
    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 Profile Picture
    Daniel Dellaspora 135 on at
    RE: How to Obtain Time Duration at Each Step of the Business Process Flow

    Thank you so much Sravz!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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 Profile Picture
    Daniel Dellaspora 135 on at
    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 Profile Picture
    Daniel Dellaspora 135 on at
    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.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,866 on at
    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.

    pastedimage1618467273468v1.png

    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)

    pastedimage1618467374229v2.pngpastedimage1618467402876v3.pngpastedimage1618467422453v4.pngpastedimage1618467441668v5.pngpastedimage1618467453263v6.pngpastedimage1618468572937v10.pngpastedimage1618468613240v11.png

    pastedimage1618468664882v12.png

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

    pastedimage1618468219044v9.png

    pastedimage1618469035580v13.png

    4. Create a real-time workflow.

    pastedimage1618475328858v23.png

    pastedimage1618469266590v14.png

    pastedimage1618475361322v24.png

    pastedimage1618469717280v15.png

    pastedimage1618469739748v16.png

    pastedimage1618470534714v18.png

    pastedimage1618473883563v19.png

    pastedimage1618474481220v20.png

    pastedimage1618474969785v21.png

    pastedimage1618475183503v22.png

    Please refer to the video at the end of the blog for details on how it works.

  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    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

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.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,554 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,588 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans