Microsoft Dynamics CRM

{Workaround} Configure Views for showing records under specific Business Process : Dynamics CRM 2013

We had requirement to classify Opportunity Views as per Process Name, for e.g. Opportunity under Opportunity Sales Process, Opportunity under Sales Process 1. Following is the workaround used. First create a field to be used to store Process Name (in my sample below I am using Description field)

Go to Settings->Process and create a new sync Workflow as described below:

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Assign Record fields change as below:

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Write update step and select Opportunity entity, Here I am updating Description field with Related entity Process Stage (Process):

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Description field will now store Process Name.We are done with populating the text field, now just need to create Views on this field and we are done.

Finally, Views will be similar as below screenshot:

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