130
Having loaded a number of stages of "opportunities" under CRM2011 Online, there is a "mismatch" between the stage set on the opportunity form and where the data is shown on the pipeline. I have set the "pipeline phase" field to the same name as the stage, but I think I am missing some basic set up rule in my workflow.
Can anybody help please ?
*This post is locked for comments
Hi Roger,
Thanks for the follow up. Workflows, including Sales Stages, are a very powerful tool but they are a little challenging to master. YouTube is a great resource to get a visual reference but it can be a little overwhelming with the amount of material available that may not be applicable to your needs.
I typically recommend Resource Center to our customers. The reason I do this is because there is a lot of great information that is provided by Microsoft. You can find the Resource Center here:
rc.crm.dynamics.com/.../default.aspx
However, sometimes the information found in Resource Center is not complete to the solution you or others are looking for. Another great resource can be found in CustomerSource:
dynamics.microsoftelearning.com/.../default.aspx
If you are a CRM Online customer, you should have access to that particular URL. Here are some additional resources that may be helpful:
Dynamics CRM Training Materials:
In order to use this resource, you will need to sign in with your Windows Live ID that is associated with your CRM Online user account
mbs.microsoft.com/.../DLPP.aspx 89CC-46EB-BCA2- 43D078C5EA2E%7d&NRORIGINALURL=%2fcustomersource%2fworldwide%2fus%2ftraining%2ftrainingmaterials% 2fstudent&NRCACHEHINT=Guest
The Dynamics CRM Team Blog:
Microsoft Dynamics CRM Online Video Gallery:
Dynamics CRM Support Blog:
community.dynamics.com/.../default.aspx
I know this is a long list of resources but you should get what you need, for the most part, from these sites.
Good luck with your learning and feel free to reach out to the community anytime you have a question. It's what we are here for.
Josh
Many thanks for your help !
I think this has gone beyond my level of expertise - there is something "fundamental" that I am not understanding possibly.
I have followed the link, and I understand that, but as you say, I don't think it gives the full detail regrding updtaing the opportunity.
I have asked our "Partner" for some training, but await this to be sorted.
The best online resource I have found is "you tube" training - are you able to suggest anything more appropriate ?
Thanks again - best regards
Roger
Josh
Many thanks !
I will try changing my Workflow over the next couple of days and revert back to you
Thanks & Regards
Roger
Hi Roger,
I apologize for missing your last update. I see that the updates may be a stage off. It looks like for Stage 2 you are setting the Pipeline Phase and Process Code to Stage 1 values. This could explain why you may be off between what the record states and the actual stage their in. Also, I noticed that you have conditional statements that don't appear to be within the Stage section. I've added a screenshot of an example of what my Sales Pipeline mock up looks like:
Here is another resource you could utilize that may explain the Sales Pipeline workflow a little more.
http://rc.crm.dynamics.com/RC/2011/en-us/online/5.1_CTP/salesworkflow.aspx
The biggest problem about this article is that it is not updating the fields within the Opportunity but does a pretty good job explaining the actual process.
I hope this clears things up a little bit but if not let me know.
Josh
Good Morning !
Have you had chance to review my latest screenshots yet ?
Appreciate your help and look forward to hearing from you
Regards
Roger
Josh
Good Morning !
I have just taken a shot of "Stage 2" child workflow and also a shot from it's properties.
I hope you can see something from these shots
Thanks & Regards
Roger
Roger,
No problem at all. We all have to learn some time and I am honored to get the opportunity to provide some education and guidance around your workflow.
I see that you have some conditional formatting that checks the stage and then triggers a child workflow. Can you provide screenshots of these children workflow? It may be where you set the updates to the Opportunity within the children workflow that may be leading to the inconsistent stage settings.
J0284.Workflow-_2D00_-Screenshot-2.png"pipeline" to reflect all opportunities and their stages of "closure".
2 screenshots from the workflow below. This is probably where the fault lies as I am "self taught" off "You Tube" so there are I suspect problems in the process.
Appreciate your help
Best Regards
Roger
Hey Roger,
You don't need to update both fields. You can update one or the other and use which ever one you are updating to monitor the progression of your Sales Process by placing the field you are updating in the Footer of the form.
If you want to update both, your workflow should have one update on the Opportunity and updating both fields. This update should happen at the beginning of your Sales Stage within your workflow as shown in my above screenshot.
Could you provide a couple of screenshots of your workflow that shows the updates being made and where they are in relation to your Sales Process?
Josh
Many thanks for that !
Things are certainly improved, but I suspect there is something wrong with my "Workflow"
The correlation between "Stage" and "pipeline" phase seems to vary considerably.
See Screenshot above - it shows "Information Sent" as a stage, but "Requote B" as a pipeline phase
Each time you progress through, the link between these fields varies.
I think it must be operator error from my side
Appreciate your help
Thanks & Regards
Roger
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (