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Dynamics CRM 2013 - Business Process - Move to another stage using workflow RRS feed

  • Question

  • Dear all,

    I am using the oob business process of Leads to Opportunity Sales Process flow.

    What I want is to automatically move from "Develop" stage to "Propose" stage based on some condition using a workflow.

    Is it possible?

    Please guide me.

    Many Thanks

    Regards

    Vinay

    Monday, November 25, 2013 9:58 AM

All replies

  • Hello,

    You should be able to do this using workflow and update opportunity stages, but the problem could be the screen refresh, but if you will do that using javascript you can also handle screen refresh in your js code.

    HTH


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    Monday, November 25, 2013 10:51 AM
    Moderator
  • Hi,

    I tried it by updating the attribute:  "salesstage" in opportunity entity.

    I closed the form and reopen it, but nothing happen.

    Am i doing it the right way?

    Thanks

    Monday, November 25, 2013 12:42 PM
  • Hi Vinjay, I have a similar Problem and would like to know if you could resolve yours?
    Regards, Robert

    Thursday, February 13, 2014 1:12 PM