A company is using Dynamics 365 Sales.

Requirement

Configuration

Define stages sellers must complete before closing opportunity

Business process flow stages

Guide sellers through required fields during each stage

Required step fields

Report on business process flow execution

Active Opportunity Sales Process view

Ensure automation occurs after stage changes

Power Automate cloud flow

The correct solution is based on the Opportunity Sales Process business process flow . Business process flow stages define the sequence of work sellers must follow, such as qualifying, developing, proposing, and closing an opportunity. These stages give sellers a repeatable, controlled path through the opportunity lifecycle and align execution with the organization’s sales methodology.

Required step fields are used to guide data entry inside each stage. A business process flow stage can contain steps mapped to Dataverse columns, and marking a step as required ensures sellers complete key information before moving forward. This directly supports consistent opportunity data capture.

For reporting on business process flow execution, use the Active Opportunity Sales Process view . Business process flows have process instance records that can be viewed and reported on, allowing managers to monitor active process execution, stage progress, and process usage.

To run background logic after stage changes, use a Power Automate cloud flow . A cloud flow can react to Dataverse changes and perform automation such as notifications, updates, approvals, or follow-up task creation after a stage transition occurs.

References/topics: Business process flows; Opportunity Sales Process; required BPF steps; process instance reporting; Power Automate automation after Dataverse stage changes.