Dynamics Community Forum Thread Details

Dynamics 365 Opportunity how processes (BPFs) are attached to the record and overall structure.

I'm a little confused with how this record is set up in the system. My solution was created by a consultant firm and now I am trying to customize but am unsure with how certain properties of this record are being assigned, where they are stored etc. Is there good documentation anywhere on this?

My situation is I have these tables:

- Opportunity

- General Opportunity Process

- SRP - Opportunity Process

- Opportunity Close

I think every time an opportunity attaches to one of the above processes, a table gets created that stores all the values entered by a user when creating an opportunity. I have a field called plan type, which if is /SRP/ switches the BPF to the SRP - Opportunity process. But I have no idea what is causing this switch. I use the level up for dynamics firefox addon and none of the workflows or processes do anything with assigning the BPF. How can I tell what is doing this behind the scenes?Do I need to check something in javascript?

Also, how do I debug an opportunity close as won button issue?

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