Fixing the Sales Pipeline funnel chart’s Pipeline Phases with Power Automate

Every now and then customers comment that their Sales Pipeline funnel chart displays business process stages that they think shouldn’t be on their funnel. The first thing I investigate is what their current Lead To Opportunity and Opportunity Sales Process are and whether any changes have been made to them. If the processes are altered after D365 has been implemented, the funnel chart can…

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Fixing the Sales Pipeline funnel chart’s Pipeline Phases with Power Automate

Every now and then customers comment that their Sales Pipeline funnel chart displays business process stages that they think shouldn’t be on their funnel. The first thing I investigate is what their current Lead To Opportunity and Opportunity Sales Process are and whether any changes have been made to them.

Blog Syndicated with Antti Pajunen’s Permission

Author: Antti Pajunen

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