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

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

Posted By on 12 Dec 2022 in Dyn365CE


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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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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