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Customer experience | Sales, Customer Insights,...
Suggested Answer

Add new stage in existing BPF in crm 365 9.2

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Posted on by 2,667

Hi All,

We have already one BPF to custom entity with 2 stages.Now I need to add 2 more stage in the beginning of old 2 stages.

Is it possible to add in the first beginning of existing process ?

Thanks,

Jharana

I have the same question (0)
  • Suggested answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at

    HI,

    OOB doesn't seems to possible.

    I was thinking about rearranging field within BPF. For example add required stages and then move the fields from previous stage into the new one and in old stage add new fields.

    Thanks,

    Pradeep

  • Suggested answer
    Gustavo Longo Profile Picture
    on at

    Hello Jhanara,

    Hope you are well.

    You can refer for this doc:

    docs.microsoft.com/.../create-business-process-flow

    Regards,

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