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

InogicDyn365CE2 years ago6 Views


Introduction

Recently while working on one of our requirements, we came across a scenario where we needed to arrange the Business Process stages in the order in which it was mentioned on the entity record. So, we tried to get the stages from the processstage table, but the resultant stages on querying the processstage table were not in the same order as presented in the form. In this blog, we will see how to trace a possible solution to get all the Business Process Flow (BPF) stages in their defined sequence.

Scenario

Now as per our requirement, we have added a custom stage i.e. the Verification stage after the Qualify stage in the out-of-the-box leadtoopportunitysalesprocess BPF.

As explained above, when we query the stages we would want them in a defined order. However, on querying the processstage table using OData query the stages are not returned in their defined order and we get our custom Verification stage towards the end. As can be seen from the below screenshot we…



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