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CRM 2011 - Design Question to Measure Opportunity Stages RRS feed

  • Question

  • Hi Forum,

    We are in consideration to implement a functionality where we would like to measure how much time an opportunity stays in a particular stage in sales pipeline.

    For example, 'Rating' pick list  field has values Possible, Likely, Closed. I would like to know how much time opportunity stays in one stage like in 'Possible'(In minutes). stages can go back and forth so need to aggregate all those minutes.

    I can think of it doing thorough JavaScript(mainly to calculate days into minutes and other maths) or workflow but would like to know if anyone has better idea.

    We are on CRM 2011 UR 16 On-premise installation so another thought is to upgrade to 2013 which has in-built timer control. Not sure if this control is helpful in this scenario or it is  customizable to achieve this task.

    Thanks for reading. Any idea will be greatly appreciated.

    Cheers,

    H.Desai

    Tuesday, October 28, 2014 10:50 PM

Answers

  • I think you are on right track, Timer control will be a good candidate for this requirement in MS CRM 2013, you get details on changes of rating field. In MS CRM 2011 you can capture the event for rating and do calculation based on js/workflow.

    Microsoft Dynamics CRM Training|Our Blog | Follow US | Our Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Wednesday, October 29, 2014 2:04 AM
    Moderator
  • JavaScript will only give an accurate result if the user keeps the opportunity open whilst making all the stage changes, which is unlikely.

    The way I'd do this is to create a custom entity (with a N:1 relationship to opportunity) to store a record each time the stage changes (this can be recorded via a workflow or plugin). You could then use an SSRS report to calculate the times in each change. A variation of this would be to use a plugin to additionally calculate and store the cumulative time every time the stage is changed


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Marked as answer by H.Desai Thursday, October 30, 2014 11:20 PM
    Wednesday, October 29, 2014 9:54 PM
    Moderator

All replies

  • I think you are on right track, Timer control will be a good candidate for this requirement in MS CRM 2013, you get details on changes of rating field. In MS CRM 2011 you can capture the event for rating and do calculation based on js/workflow.

    Microsoft Dynamics CRM Training|Our Blog | Follow US | Our Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Wednesday, October 29, 2014 2:04 AM
    Moderator
  • JavaScript will only give an accurate result if the user keeps the opportunity open whilst making all the stage changes, which is unlikely.

    The way I'd do this is to create a custom entity (with a N:1 relationship to opportunity) to store a record each time the stage changes (this can be recorded via a workflow or plugin). You could then use an SSRS report to calculate the times in each change. A variation of this would be to use a plugin to additionally calculate and store the cumulative time every time the stage is changed


    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Marked as answer by H.Desai Thursday, October 30, 2014 11:20 PM
    Wednesday, October 29, 2014 9:54 PM
    Moderator
  • Hi Mahender/David,

    Thanks for your input.

    Idea of creating relationship is also worth considering. Gives better control over data.

    Appreciate your time.

    Thanks,

    H.Desai

    Thursday, October 30, 2014 11:19 PM