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Display Process Stage in Leads Grid View

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  • 1.  Display Process Stage in Leads Grid View

    GOLD CONTRIBUTOR
    Posted Jan 13, 2020 10:46 AM
    Is it possible to display either the stage name of the process (Lead to Opportunity) or the "Category" in the grid view of Open Leads?
    I have tried all the fields that seem like they might be associated but cannot find the right one.
    Some screenshots are attached for clarification.

    Either of these fields:
    Sales Process
    to show up as a column here:
    Open Lead view

    Thank you!

    ------------------------------
    Nathaniel Scott
    Director of IT
    Concert Technologies
    Dulles VA
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Display Process Stage in Leads Grid View
    Best Answer

    GOLD CONTRIBUTOR
    Posted Jan 13, 2020 12:01 PM
    Hey Nathaniel,

    There is no direct access to the business process flow for lead to opportunity from the lead entity. What I have done in the past is to make an option set field on the lead entity called "Stage" and then use a realtime workflow to update the stage from the business process flow as the process changes. You create the workflow from the bpf entity and not the lead entity. That way you can visualize the fields from the bpf on the lead views. Thanks.

    ------------------------------
    Doug Apicella
    Solution Architect
    Hitachi Solutions America, Ltd.
    SC
    ------------------------------

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


  • 3.  RE: Display Process Stage in Leads Grid View

    GOLD CONTRIBUTOR
    Posted Jan 13, 2020 03:09 PM
    Doug,
    Thank you for the reply. I had a feeling your suggestion would need to be the route I took.
    Thanks!

    ------------------------------
    Nathaniel Scott
    Director of IT
    Concert Technologies
    Dulles VA
    ------------------------------

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


  • 4.  RE: Display Process Stage in Leads Grid View

    Posted Jan 14, 2020 07:49 AM
    ​Hi Nathaniel,
    In a similar way to @Doug Apicella, I have used the status reason to reflect the stage of the business process flow. Although this is similar, it does open up some possibilities, depending on how you implement this and what you want to do. There is an interesting blog post on this here.

    Matthew Martin
    ​​

    ------------------------------
    Matthew Martin
    Lead Business Analyst
    MetroBank
    London
    ------------------------------

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


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