Microsoft Dynamics CRM (Archived)

Can we edit Opportunity Sales Stage Option Set?

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Posted on by CRM Learner 88

On the Opportunity Form there is a field "Sales Stage" which contains an option set "Opportunity Sales Stage"

I don't want to use the values in this option set and want to edit it with my own but it doesn't let me know.

Is this one of the fields that can't be modified?

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MikeC282 2,171 on at

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RE: Can we edit Opportunity Sales Stage Option Set?

Hi

To edit the Opportunity Sales Stage, you'll need to go to the "Option Sets" component of your CRM solution. To get there: Settings>Customiszations>Option Sets>Stage Category.

This will be where you'll find all your opportunity sales stages and where you can add or modify an existing stage.

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PS 23,577 on at

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RE: Can we edit Opportunity Sales Stage Option Set?

Yes, we can edit it. Go to settings>>customization>>customize the system>>option sets>>Stage category....as shown below:

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Community Member on at

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RE: Can we edit Opportunity Sales Stage Option Set?

Hi I have done this and the sales stages are reflected in the Business Process but on the Opportunity form I so see still the old sale stage values and not the ones I have created. how do I reflect in the sales stage drop down the new stages?

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RE: Can we edit Opportunity Sales Stage Option Set?

I have also done what was suggested, but it does not produce on the sales stage in opportunities. Very frustrating.

Does anyone have a suggestion how to solve this?

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Community Member on at

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RE: Can we edit Opportunity Sales Stage Option Set?

The values in the Pipeline Phase field will not update automatically if you perform the update to the Stage Category mentioned above. You will need to go into each Opportunity and advance the stage, or automate the update of those values through workflow or excel import

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RZP 85 on at

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RE: Can we edit Opportunity Sales Stage Option Set?

What is the Opportunity Sales Process Entity? Does it only apply to the native BPF?

Also, it seems that the Opportunity option set SALES STAGE is redundant of the Business Process Flow STAGE. Am I missing something? I know they are different fields .. one an attribute of the Opportunity (Sales Stage) and the other an attribute of the BPF (Stage).

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Community Member on at

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RE: Can we edit Opportunity Sales Stage Option Set?

I agree - the managed properties will not let you edit the option set for sales Stage (pipeline) - find odd as I would think any company would want their own values NOT just (Qualify, Develop, Propose, close). ...and the Sales Category is not the same field.

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camerons 15 on at

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RE: Can we edit Opportunity Sales Stage Option Set?

I would like to follow up on this forum. I have customized the Business Process Flow to include a stage for Negotiation.

When viewing the opportunities kanban view. The Opportunities only show under the 'Status' view rather than in the 'Business Process Flow' view.

Is there anyone that can provide guidance on the proper way to update the Sales Stage/Business Process Flow Stage so that the opportunities are viewable in BOTH Business Process Flow view and 'Status' view?

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lise-MS365-Marketing 40 on at

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RE: Can we edit Opportunity Sales Stage Option Set?

Having the same issue. Haven't found a solution yet....

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dwright 5 on at

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RE: Can we edit Opportunity Sales Stage Option Set?

You need to go to settings>>customization>>customize the system>>processes and open the "Opportunity Sales Process" item. From there you can add/edit/remove the stages

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