Sales Stage History Tracking

In this video I'm going to show how you can build a solution in Dynamics 365 to track how long opportunities have been in different sales stages.

[jogunr]

Hi this is so helpful for something I am trying to achieve. However I'm trying to track a currency field, but the field does not appear in the list of Dynamic Values at Check Condition (Else) stage? Any help greatly appreciated.

[adilnajmuddin]

Thank you for this tutorial. I'm curious why the workflow was setup to run against the Opportunity entity instead of the Opportunity Sales BPF?

[colcol]

If an opportunity closes as lost in stage 3, for example, is there step I can add to pull the actual close date into the "to" field for that stage? Thank you for your tutorial! This is great!

[anantkumar]

Hi, Let suppose I have a scenario that in my each stage there are some status and I need that status also in my sales stage history record or whenever only status will change then also it will create a new record

[aliabbas]

Great tutorial! Exactly what I was looking for. Just a quick question, is it possible to have opportunity stages name on the ‘Previous’ and ‘New’ field instead of Stage Category? I would really appreciate the help. Thanks.

[iwanttolearn]

Hi! Quick question how would you relate these tables? Will it be *Many to *Many between Opportunity and Sales Stage History?

[iwanttolearn]

I noticed it shows all the "opportunities" in the view. Is there a way to only show the "opportunity" you're currently on in the view for the stage changes?