Hi,
I have 2 fields in Dynamics (Sales Stage and Probability). Sales Stage is the Driver for the probability field. Using a Business Process, I have set up the following:
Sales Stage Probability
Prospecting 25%
Needs Analysis 30%
Closed Won 100%
For each Sales stage that is selected, the business process runs which then feeds the live probability %.
The issue I am facing is sometimes we want to manually change the probability. So for instance, an opportunity may be in prospecting Stage however instead of 25% we want to manually enter 40%. When I do so, it just saved back to the default of 25%.
Is there a way of doing this?
I am using Business Process because I noticed when I use a workflow, it only updates the probability field once the form has been saved and refreshed.
Thanks in Advance






