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Microsoft Dynamics CRM (Archived)

Sales Pipeline/opportunity status linking

Posted on by Microsoft Employee

Hi guys - our sales manager was under the impression that changing he status of an opportunity would update the sales pipeline status - or that they were somehow linked like the status/status reason values with the 2 level link.

I can see you could achieve this with a workflow, but I was wondering is there a built in way or best practice for this? I fully understand where he is coming from as his team are quite unwilling to update one field, let alone 2 :)

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