Hello everyone, I am using Dynamics 365 to track the time spent between different stages in a sales pipeline. The sales pipeline includes 4 stages, that is, "Qualify, Develop, Propose, and Close".
For example, I want to track the time spent from Quality to Develop. If the sales rep enters the information into Qualify at 9:00 am on April 25, 2025, and then it goes to Develop at 10:00 am on April 30, 2025.
There are a few approaches, and it depends a bit on your full requirement.
Option 1: Date and Time Stamps on your Sales Records
Create Date and Time Fields for the entry point at each stage
Create a workflow/action and fire on stage change to populate this field when the user updates the BPF stage
Use Formula Fields to calculate the time between stage timestamps, or to the current date and time if you are in the current stage
This works if you expect users to only move forward in the BPF, and if your stages are very static If this is not the case, look for option 2.
Opton 2: Custom audit table for BPF
Create a custom table to track the stage updates
Add fields for stage name, date and time, and a Lookup field to relate it to the sales record (such as Opportunity)
Create an Action/Workflow that grabs the current stage and date/time when the BPF stage is moved, and use it to create a record on this table
This option is great if the stages might move back and forth sometimes, but it adds complexity and the reporting is going to look different since you are now looking at another table.
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