You’re offline. This is a read only version of the page.
We are using Dynamics 365 online, and have recently received the update to version 9. This update broke a process that we were using, and I'd like to see if there is an 'fix' that I'm missing.
The situation we are encountering is that from Advanced Find on an Opportunity, you cannot find what business process has been assigned, OR what stage in that business process the opportunity is at. There is no 'Business Process flow' related.
IF
You used advanced find and look at an individual Business Process, you can find the related opportunity and all it's respective fields.
This seems like a reasonable workaround, except that we have a manger who is trying to manage multiple Business Processes. And since a sales business process is likely to have 2 processes (a lead based and an opportunity based), the inability to find the related business process from the opportunity side seems like a miss.
Am I missing any easy workaround for this?
Thanks!
*This post is locked for comments
I have the same question (0)
Share
Report
All responses (
Answers (
4
