Sales Process Exit Critieria Identification

Dynamics 365 for Finance and Operations/AX User Forum
1

Hi

We have a sales process setup that has an exit criteria for a stage which a user must meet before the process can be moved on. is there a way a user can identify what the exit criteria is rather than having to go into the process and figure out what it might be?

My goal here is to make it easy for a user to identify without having to move of a screen - the pane on the right does show the process but not any further info…

Really appreciate any help!

Thanks

Sagar

2

Any ideas?

3

It is not very clear where you are and what you are doing. Assuming this is case management and you have a case process fully defined with steps and you have elements that make up the exit criteria then my answer is no - as standard this is completely flexible and non-mandatory. If you wanted an indicator on the front screen of the form you are on it would be a customization.