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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM2016 Opportunity Pi...
Microsoft Dynamics CRM (Archived)

CRM2016 Opportunity Pipeline Stages

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Posted on by Community Member

We have recently upgraded our on online CRM2015 to 16 (not sure if relevant) and have noticed we have a large number of opportunities at the 'Blank' stage rather than at the 1-Qualified stage when viewed via the out the box graph (Sales Pipeline).

I understand this would be normal if the opportunities was converted from a Lead or activity but all our opportunities are mainly created via a SSIS integration pulling data from our ERP system and go straight to qualified.

I have review these said opportunities at 'Blank' stage but when I open the opportunity up it says it's Qualified (Active) so I cant understand why when I view the open opportunities utilizing out the box graph these particular opportunity still show under the 'Blank' categorization.

There appears to be no difference between the data in those opportunities at Blank and those at 1-Qualified.

Is there something I am missing or not understand.

Any ideas

Cheers

Mike

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  • Verified answer
    Clem Profile Picture
    Clem 2,541 on at

    Hi Mike,

    I have the same issue sometimes with opportunities created by users. I didn't find the root cause yet but I found how to fix it.

    It seems that for me at least, the issue was that the field : stepname was empty.

    If this field is empty, it will display 1 - Qualifying from the UI perspective. If you want to solve this blank value :

    * manual option : click on the arrow to change to the next business process step and then click back, it will populate the "stepname" field with the correct value.

    * automatic option : via the SDK make sure that you fill the "stepname" blank field with the correct value.

    Clément

  • Community Member Profile Picture
    Community Member on at

    Hi Clément..yep the stepname is blank in these cases but its strange how some opportunities are not, even though we have no process to set the stage so theoretically (unless manually moved) all should have blank stepnames.

    The opportunities status Reasons are set to 'Quoted' when first created but that's it, so it looks like for some reason the stepname isn't being updated for some opportunities..

    Cheers

    Mike

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