Custom Pipeline

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Posted on by FedericaD

Hi all,
I signed into the Trial version of Dynamics 365 Sales. Do you know if is possible to customize the pipeline? In the Opporunity field there are no settings you can change!

Please help me. Thank you very much!

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ashish12 3,079 on at

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Hi Federica,

Customize the Pipeline means you want to add your own Pipeline stages? Like Qualify, Develop etc.

Thanks

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FedericaD 25 on at

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Yes,

I would like to add stages and modify existing ones. Do you think it's possible with the trial versione?

Thank you very much

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LuHao 40,892 on at

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Hi FedericaD,

Yes, we can customize BPF in the D365 trial .

Go to Advanced Settings > Processes, switch view to All Processes, filter Category to Business Process Flow. You will see all BPF. Edit Opportunity Sales Process.

Then you could add your stage and remove the original stage.

Please refer to this document for how to edit BPF: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-business-process-flow

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LuHao 40,892 on at

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Hi FedericaD,

Please don't forget to click Yes under "Did this answer your question?" to close this thread.

Thanks.

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