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

Filtering Opportunity View with Sales Stage

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Posted on by Community Member Microsoft Employee

I've added a new Stage and Stage Category between the stock stages of "Develop" and "Propose".  The new item is named "Quote" as seen here:

salesstage.PNG

The Processes have been updated as shown, and changes have been published

1538.Process.PNG

I'm building an Opportunity View for a dashboard that will filter on Sales Stage, showing just those opportunities in this new "Quote" stage.  The trouble is that this new value isn't available as an option in the View Editor.  I can't figure out what I'm missing.  Help would be very much appreciated!!

4353.View.PNG

Again, thanks!!

EDIT:  The filter criteria is obscured by the Select Values dialog.  Providing it here for reference...

1715.Filter.PNG

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  • Suggested answer
    Perry White Profile Picture
    Perry White 30 on at
    RE: Filtering Opportunity View with Sales Stage

    Carmina,

    Thank you so much!  This is exactly what I was looking for.

    Regards,

    Perry

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: Filtering Opportunity View with Sales Stage

    Hi,

    Have you added this new stage value to stage category which is a global option set?

    www.powerobjects.com/.../modifying-the-stage-category-for-business-processes-in-crm-2013

    You could also go through the link below for knowing what all we should do to add a new stage to business process flow.

    crmramblingsbysteven.wordpress.com/.../working-with-business-process-flow-tips-and-tricks

    I think you could also use custom fields to store Business Process Stage.

    dynamicscrmcoe.com/using-custom-fields-store-business-process-stage

    Hope this helps you.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filtering Opportunity View with Sales Stage

    Hello,

    Try using the Stage Category field from the related entity Process Stage as filter:

    58332.Capture.JPG

    So when your setting up the filter criteria, you see the opportunity fields on top of the list. Below that is the list of related entities to opportunity. Select Process Stage (Process Stage) and then Stage Category.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Filtering Opportunity View with Sales Stage

    You can filter by pipeline phase.

    Check the name of pipeline phase on 'sales pipeline' chart of opportunities and build your query around that

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