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Microsoft Dynamics CRM (Archived)

How to track length in current status (option set value)

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Posted on by 1,324

I have an option set field on the opportunity and I want to track how long (x days) the opportunity has been in the current value of the option set. Is this possible via workflow and not code?

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  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: How to track length in current status (option set value)

    It was introduced in the update 1 of 2015, so it's possible you don't have it..

    crmtipoftheday.com/.../calculate-the-difference-between-two-dates

    Not sure if there is any other option since, if you used a workflow(and a custom activity), you'd have to run it periodically.. probably daily.. Which you can do but it seems like a bit too complicated.

    The only other option is code(but, again, even if you use javascript, you can calculate the difference every time somebody opens that opportunity, but it'll be challenging to display up-to-date value in the views)

    So one other option is a plugin on retrieve/retrievemultiple.. not sure if you want to go that route (might make sense to just install that update on the CRM server instead)

  • epark06 Profile Picture
    epark06 1,324 on at
    RE: How to track length in current status (option set value)

    [quote user="Alex Shlega"]

    Hi,

      you can create a datetime field which will be updated by a workflow whenever you change the status..

      And, then, a calculated field that will get the time difference:

    http://www.powerobjects.com/2015/05/20/enhancements-to-calculated-fields-and-rollup-fields-in-crm-2015/

    [/quote]

    I tried using the formula DIFFINDAYS and I get this. Does our version not support this formula?? We are on 2015 On-Premise.

    diffindays.png

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: How to track length in current status (option set value)

    Hi,

      you can create a datetime field which will be updated by a workflow whenever you change the status..

      And, then, a calculated field that will get the time difference:

    http://www.powerobjects.com/2015/05/20/enhancements-to-calculated-fields-and-rollup-fields-in-crm-2015/

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