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007Sol
Helper II
Helper II

Business process flow from lead to opportunity

Hi all,

 

I am looking to create a scenario on a opportunity form in D365 Sales & Marketing where a probability of success field (whole number) on the opportunity form updates with values as per the Business process flow stages. Each Business process flow stage has at least two substages field with one or two values.

 

My question is how can I acheive this, I assume along the lines of building a business rule or workflow to kick it off?

 

Any guide or steps on this issue is much appreciated.

 

 

1 REPLY 1
Mira_Ghaly
Dual Super User II
Dual Super User II

@007Sol 

Can you explain more about your scenario with screenshots so that i can understand more?

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

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