Microsoft Dynamics CRM

Configure Views for showing records under specific Business Process Stage : Dynamics CRM 2013

We had requirement for showing Views on Opportunity based on stages, e.g, Opportunity in Qualify stage view should only show Opportunities under Qualify stage. For this we implemented in following manner:

Go to Default public view of Opportunity under Settings->Customizations->Entity->Opportunity->Views:

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Click Save as fill in the name as below:

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Screen will appear as below:

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Click on Edit Filter Criteria and select related entity Process Stage, select criteria as in below screenshot:

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Click ok, Save and publish this opportunity, Go to Sales->Opportunity, View will display opportunity only under Qualify stage now:

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Hope it helps!

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