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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create Chart based on ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Create Chart based on Business Process Flow Stages

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Posted on by Sanjiv Kumar 70

Hi,

I am looking to create a view and chart for a dashboard to show the different stages each lead/opportunity is at.

Is this possible to apply ?

Business-Process-Flow-1.PNG

Business-Process-Flow.PNG

I have the same question (0)
  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    Kenneth Ariel Chave... on at

    Hi,

    Try following this process to achieve what you are looking for:

    Configuring Dashboards for Business Process Flows | PowerObjects

    If this was helpful, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    We can use below highlighted field to create view on opportunity and lead.

    Opportunity:
    pastedimage1634665093948v1.png

    Lead:
    pastedimage1634665105725v2.png

    And using this view we can create chart.

    Thanks,
    Pradeep.

    Please mark this as VERIFIED. If it helps.

  • Sanjiv Kumar Profile Picture
    Sanjiv Kumar 70 on at

    Hi,

    Thanks for the update. Our setup is a lot different than what has been provided by yourselves.

    The process is attached below:

    3005.Process.PNG

    I am not sure where to identify how to create a chart on this.

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