Using Close as Won Dialog to Calculate Business Process Flow Duration
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You use business process flows for all Dynamics 365 opportunities.
Some opportunities are closed before business process flow durations are calculated.
You need to ensure that business process flow duration values are calculated.
Solution: When closing an opportunity, use the Close as Won dialog.
Does the solution meet the goal?
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Explanations
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A. B.B.
The solution proposed, i.e., using the Close as Won dialog when closing an opportunity, does not meet the goal of ensuring that business process flow duration values are calculated.
Business process flows (BPFs) are designed to provide a visual representation of a process that an organization follows to complete a specific business task, such as selling a product or service. Each stage of a BPF can have a duration associated with it, which represents the time it should ideally take to complete that stage. These durations are used to calculate the overall duration of the BPF, which provides valuable insights into the efficiency and effectiveness of the organization's processes.
However, as per the scenario described, some opportunities are closed before BPF durations are calculated. This means that the system does not have the necessary data to accurately calculate the duration of the BPF, which can lead to inaccurate insights and reporting.
Using the Close as Won dialog when closing an opportunity does not address this issue because it does not provide a way to retroactively calculate BPF duration values. The Close as Won dialog is simply a way to mark an opportunity as won and move it to the closed stage of the BPF. It does not provide a mechanism to input the duration values for each stage of the BPF, which is necessary for accurate calculation of the overall duration.
Therefore, the solution proposed does not meet the goal of ensuring that BPF duration values are calculated. An alternative solution could be to configure the system to require duration values for each BPF stage before an opportunity can be closed. This would ensure that duration values are always available for accurate calculation of the overall BPF duration.
