{Zero code Development}Dynamics CRM 2013/2015 Charts for Business Process Flow Stages

Requirement: Show charts by Business process stages.




IF you think it is straight forward, no it is not – there needs to be work done before it is possible to achieve this. The reason being CRM only stores staged and processeid (Not the actual stage and process names). So Part 1 of this task is to

Part 1 Set Text fields for Current Process and Stage: Workflow


Look at image above, in my case I added two text fields in Opportunity to store Business process stage and Business Process selected.

Workflow below:


Should run on change of following fields:


Update Opportunity Step:


Part 2: Now start working on charts:

Refer screens below to configure charts:




Now this can be added to Dashboards, to get an overview of Business Process stages.

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Hope it helps!

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