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HI Friends,
I am currently working on the Opportunity management, I want to display the stage information in the form.
We are using the business process flow, I want to display each stage when its changes.
Thanks for help
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Hi AyeshaKhan,
if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco
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Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY
Independent Contractor
Hi AyeshaKhan,
proceed as follows:
1) create a new workflow on opportunity entity, we name "Opportunity: Track Stage update"
2) operations: create and update of attribute "stageid"
3) workflow body:
If Stage Id = ... Then
Update of Opportunity: new_nameofstage_modifiedon = Process.Date
Else If Stage Id = ... Then
Update of Opportunity: new_nameofstage_modifiedon = Process.Date
etc.
Please let me know if you solve.
If you found the answer helpful, please mark as Verified
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Thank You & Best Regards
Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY
Independent Contractor
Hello ,
create a workflow that trigger on stage change to update your custom datetime field .
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