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Accessing the Business Process “Name” in Dynamics CRM

Post Author: Joe D365 |

In your Microsoft Dynamics CRM musings, you might have come across having multiple business processes that you follow on Opportunities. What do you do if you want to track how many opportunities are following each?


Standard Process flow vs. Streamlined Process flow

The question is how many Opportunities are following the Standard Process and how many are following the Streamlined Process?

The name of the process flow cannot be added to a view within the Opportunity entity, its individual Stage Categories, the entity itself and stage name can be accessed….but not the "NAME" of the Process Flow. Here is the good news! This issue can be solved in a few minutes with a single custom text field and a one line workflow.

Once this field has been populated, standard CRM charting and reporting can be used to provide the information you are looking for.

The workflow is a simple "OnCreate" (Opportunity) and "OnChange" (processed field on the Opportunity) – with one "update" step to update your custom text field that holds the Business Process Name.

To update is simple, look to the image below:

Accessing the Business Process “Name” in Dynamics CRM


We hope you found this enlightening and useful! For even more Dynamics CRM fun, check out our main Dynamics CRM blog page or head over to our Dynamics CRM Education department! Or if you are interested in learning more about business processes we have a good library of knowledge for you!


Happy CRM'ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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