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Determine the Stage Name for insertion into Email

  • 1.  Determine the Stage Name for insertion into Email

    GOLD CONTRIBUTOR
    Posted 9 days ago
    I need to include the business process flow stage name in an email message that gets sent whenever a stage is completed.  I'm having difficulty determining what field I should be using.  Attached is an example of what I am trying to do:


    Thank you for your help.


    ------------------------------
    Karen Bebow
    Information Systems Manager
    Powell Fabrication & Mfg LLC
    St. Louis MI
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Determine the Stage Name for insertion into Email

    TOP CONTRIBUTOR
    Posted 9 days ago
      |   view attached
    In the right pane in the Dynamic Values area, you should be able to select Process Stage in the related entities and then the Process Stage Name field. This may be different depending on version. The screenshot I have included is from 9.1 Dynamics CE Online.

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Determine the Stage Name for insertion into Email

    TOP CONTRIBUTOR
    Posted 9 days ago
    When you add that field into the email body, it should look like this:

    {Process Stage Name(Process Stage (Process Stage))} 

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Determine the Stage Name for insertion into Email

    GOLD CONTRIBUTOR
    Posted 9 days ago
    Thank you so much for the help, @Andy Arndt.  This is what I see (I'm Online Server version: 9.1.0000.24647).  Process Stage Name is not available (well, I can't find it I should say).


    And this is what I get:


    Thanks, again.


    ------------------------------
    Karen Bebow
    Information Systems Manager
    Powell Fabrication & Mfg LLC
    St. Louis MI
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Determine the Stage Name for insertion into Email

    TOP CONTRIBUTOR
    Posted 9 days ago
    I'm not sure why the related entity in your "Look For" drop down is different, but I see "Stage Id (Process Stage)" in your screen shot and I was able to select Process Stage (Process Stage). Then, I get the list of fields available for process stage.

    I think the items that can be selected in the Dynamic Values area are contextual, in that they may be different depending on where in the email message you have clicked prior to interacting with the Look For drop down.



    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Determine the Stage Name for insertion into Email

    GOLD CONTRIBUTOR
    Posted 8 days ago
    Hi Andy...this is so strange!  The list of fields under Process ID (which is the only one that I see) are the same ones that you have in your drop down for Process Stage.

    I don't want to waste any more of your time on this - I very much appreciate the help you have given me.  I'll see if my Rep support can see anything when they log into my system.

    Thanks again,

    Karen

    ------------------------------
    Karen Bebow
    Information Systems Manager
    Powell Fabrication & Mfg LLC
    St. Louis MI
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Determine the Stage Name for insertion into Email

    GOLD CONTRIBUTOR
    Posted 7 days ago
    @Andy Arndt...I heard back from my rep support.  Here is what they said:

    You are not seeing the process stage name because you are under a custom entity (Powell Project) that does have access to stage information for its business process flow but the relationship mapping doesn't do a good job of writing/sharing that information back to the custom entity. This is mainly an issue that came up when Microsoft decided to make business process flows into their own entities.

    I didn't realize that it mattered if it was a custom entity - sorry for leaving that detail out!

    Again, I really appreciated your time.  Have a great weekend!



    ------------------------------
    Karen Bebow
    Information Systems Manager
    Powell Fabrication & Mfg LLC
    St. Louis MI
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Determine the Stage Name for insertion into Email

    TOP CONTRIBUTOR
    Posted 7 days ago
    @Karen Bebow Thanks for the follow up! That explains the difference between what you were seeing and what I was seeing. My testing/sample was with a BPF that is associated with a standard out of box CRM Entity (or in the latest terminology, Microsoft Dataverse Table). I hope that is resolved in a future update because it's rather inconvenient to have that limitation with stage names.

    ------------------------------
    Andy Arndt
    Minitab, Inc.
    State College PA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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