Ensure Business Process Flow Duration Calculation in Microsoft Dynamics 365 Sales

Using the Finish Stage to Calculate Business Process Flow Durations

Question

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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: On the last stage of the business process flow, select Finish.

Does the solution meet the goal?

Answers

Explanations

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A. B.

A.

The solution presented in the question is not sufficient to ensure that business process flow duration values are calculated for opportunities closed before the durations were calculated.

When a business process flow is created for an opportunity in Dynamics 365, it includes several stages that represent the various phases of the sales process. Each stage has a duration value associated with it, which is used to calculate the total time the opportunity has spent in that stage.

If an opportunity is closed before the business process flow duration values are calculated, the duration values for the stages will not be automatically calculated, and the opportunity will not be included in reports or dashboards that rely on those values.

To ensure that business process flow duration values are calculated for opportunities closed before the durations were calculated, the following steps can be taken:

  1. Navigate to the Opportunity entity in Dynamics 365.
  2. Select the Views dropdown list and choose Active Opportunities.
  3. Open the opportunity record that needs the business process flow duration values calculated.
  4. On the top ribbon, select Business Process Flow.
  5. Select the last stage of the business process flow.
  6. Select the Finish button.
  7. Close the opportunity.

By selecting the Finish button on the last stage of the business process flow, the system will recalculate the duration values for each stage, including the final stage that was completed. This ensures that the duration values for the business process flow are accurate and up-to-date, even if the opportunity was closed before the duration values were initially calculated.

Therefore, the correct answer to the question is "No" as the solution presented in the question is not sufficient to ensure that business process flow duration values are calculated for opportunities closed before the durations were calculated.