web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Editing the Stage Button of a Business Process Flow

(0) ShareShare
ReportReport
Posted on by 183
Hello, 
 
When I click on a Stage Button in my Business Process Flow, a small pop-up box opens. Is there a way to make changes to that box? (image below):
 
//
The Estimation & Pricing Phase is just the 'Quote' Phase of a Sales process but renamed. I am trying to replace the Blue 'Next Stage' Button inside of the box with the 'Activate Quote' button that is usually in the ribbon.
Then under it I need to add the 'Create Awarded Project' button which is now visible in the ribbon (it is the same button as Create Order but renamed to fit my case).
 
Is this possible. I really appreciate any help as this is a requirement to facilitate user interaction and I've been stuck for a while with it.
I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    Editing the Stage Button of a Business Process Flow
    Hi Joseph,
     
    Although it can't replace the original buttons, we can use the workflow to accomplish the needed functionality.
    Advance Settings > Processes >+New
    Select the BPF you want to change, design an on-demand workflow as follows:
    Refer to the following link to place a workflow:
     
  • Joseph Nasr Profile Picture
    183 on at
    Editing the Stage Button of a Business Process Flow
    Hello Haig Liu, 
     
    Thanks for your reply. I was wondering what you meant by an on-demand workflow to be placed on the BPF. Is there some tutorial or video for this?
     
    Regards, 
    Joseph
  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    Editing the Stage Button of a Business Process Flow
    Hi Joseph Nasr,
     
    As the screenshot below shows, all of the Next Stage buttons are under the same Control.
    But I didn't find this control in the control list of this BPF, so it's not an editable part, the developer hid the code.
    It is recommended that you try to design an on-demand workflow to be placed on the BPF to replace the functionality implemented by the buttons.
     
    Best Regards,
    Haig Liu

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 141

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 132

#3
DAnny3211 Profile Picture

DAnny3211 130

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans