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Microsoft Dynamics 365 | Integration, Dataverse...
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Opportunity BPF Stage Issue

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Posted on by 55

Hi Folks,

I got an issue with a BPF on the Opportunity entity.

It has been modified only to remove some data steps within the different stages and then saved.

For open records that match the surrounded condition, I have 3 cases:
- Those who are in the "Proposal" Stage (last stage), the interface no longer shows the intermediate stage (qualification) and only shows two stages instead of 3
- Those who are in the "Qualification" Stage which is the intermediate state, the interface shows all the stages well but the opportunity is displayed in the previous stage.
- Those who are at the initial "Identification" Stage, that's correct, all the stages are well displayed.

pastedimage1589363285527v2.png

What could be the cause of this behavior and how to remedy it?

Thank you in advance for your feedback, I wish you a good day.

Regards,
Emmanuel Barache
Dynamics Senior Consultant

  • RE: Opportunity BPF Stage Issue

    Hi Steven,

    Thanks for the feeback.

    You're right, it looks pretty strange.

    I have exported the workflow from production into a solution (all is unmanaged) and the XML is very different !

    BTW, new entities are processes fine, and the impact is very low on open opportunities so, I think we will give up on that!

    Thanks anyway,

    Emmanuel

  • RE: Opportunity BPF Stage Issue

    Hi Emmanuel,

    Base on the symptom, it looks like a bug. I would suggest you to contact Microsoft Support to investigate into it. Thanks.

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