Loading...

Get Business Process Flow Stages in a defined sequence within Microsoft Dynamics 365 CRM

Get Business Process Flow Stages in a defined sequence within Microsoft Dynamics 365 CRM

If you're using Microsoft Dynamics 365 CRM, then you may encounter a scenario where you need to arrange Business Process Flow stages in a specific order. This tutorial can help you learn how to do that.

By querying the processstage table and using the results to reorder the stages, you can easily achieve the desired sequence. This tutorial outlines the steps to be taken to get the stages from the processstage table, how to arrange them in the sequence required, and how to implement the changes achieved.

With this knowledge, you'll be well-equipped to ensure your Business Process Flows operate in the sequence you desire, providing you with the flexibility to customize your workflows to meet your specific needs.

So, if you're looking for ways to customize your Business Process Flow stages within Microsoft Dynamics 365 CRM, then this tutorial is your go-to guide.

Note: This tutorial was originally published on Inogic's blog.

Published on:

Learn more
	Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting
Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting

Inogic- Maplytics | Dynamics CRM Add-Ons | Development | Consulting

Share post:

Related posts

How the “Regarding” field works in Microsoft Dynamics 365 CRM and the process for adding a custom entity to the “Regarding” lookup field.

Microsoft Dynamics 365 CRM is a powerful tool that allows you to associate records with other entities through the use of the "Regarding" fiel...

2 months ago

How to Use Azure to Improve the Deployment Process for Microsoft Dynamics 365 CRM

If you're looking for ways to streamline the deployment process for Microsoft Dynamics 365 CRM, Azure may just be the solution you need. In th...

10 months ago

Can Dynamics 365 Sales (CRM) Be Customized?

The video in this link explores the topic of customizing Dynamics 365 Sales (formerly known as CRM). Dynamics 365 Sales is a powerful tool for...

12 months ago

What is the Impact of MS CRM Workflow Automation on Efficiency Improvement?

Microsoft Dynamics CRM is an advanced customer relationship management system that empowers businesses with a range of tools to optimize their...

1 year ago

Guided selling and Process Compliance with Business Process Checklist in Dynamics 365 CRM

This video dives into how business process checklists in Dynamics 365 CRM can be used to assist in guided selling and ensure process complianc...

1 year ago

New Release: Business Process Checklist app for streamlining business processes in Microsoft Dynamics 365 CRM

If you are looking to streamline your business processes in Microsoft Dynamics 365 CRM, the new Business Process Checklist app is the tool you...

1 year ago

Business Process Checklist within Microsoft Dynamics 365 CRM – Coming Soon!

Having proper business processes is crucial for the success of any organization, and Microsoft Dynamics 365 CRM is introducing a new feature s...

1 year ago

Sales Force Automation within Microsoft Dynamics 365 CRM – Increase Conversions & ROI

In today’s dynamic business world, organizations must constantly evolve to remain competitive, and automation is one of the key elements of th...

1 year ago

Automation features in D365 CRM

Automation is a crucial aspect of modern-day CRM, and Microsoft Dynamics 365 CRM offers a suite of automation features to get the job done eff...

2 years ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy