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Microsoft Dynamics CRM (Archived)

Business Process Flow and Stage Category Dynamics 365 v9

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Posted on by 80

In previous versions of Dynamics CRM the pipeline stage in the sales funnel correlated with the Stage Category option values. If you had the option values of Qualify, Develop, Propose, Close in the sales funnel the values would show as 2-Develop, 3-Propose, 4-Close in the funnel. The number in front of the option value, was indicative of the values placement in the Stage Category option set list.

Prior to v9, If you went through the Lead to Opportunity Business Process Flow and used the stages Qualify, Develop, Propose, Close in the BPF, all of your Opportunities would start with the Opportunity being in the second stage of the BPF (Develop), and in the Sales Pipeline these Opportunities would be indicated as 2-Develop. If you started by creating an Opportunity, you would be using the Opportunity Business Process Flow, and if you had the BPF only use the stages Develop, Propose, Close, your Opportunity would start in the first stage, BUT being it was using the Develop stage - it would still show as 2-Develop in the sales pipeline because Develop is shown as the 2nd option in the Stage Category option set values.

Jump to v9 - I am finding that when I create an Opportunity without an originating Lead, the value is coming up as 1-Develop (instead of 2-Develop). Almost like the number being prepended is indicative of the stage (first of three) versus it being indicative of the Stage Category value, as was the case in previous versions.

Is any unaware of this being a bug, or have I lost my marbles?

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I have the same question (0)
  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    i would suggest you take a look on below post.

    community.dynamics.com/.../768552

  • StaceyKCRM Profile Picture
    80 on at

    Hi and thank you for taking the time to review my question and reply. In my case it is not a matter of switching the process for a single record. In my case, I am talking about the variance between the Lead to Opp BPF and the Opp BPF and the fact that the Pipeline Stage is no longer abiding by taking the order of the Option Values in the Stage Category option set. The link that was within the Post you suggested talks about BPFs now being their own entity, doing some digging around there to see if I can figure a way to align the 2 separate flows b/c right now my Sales Pipeline looks rather "busy" and does not reflect as expected.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    the reason i shared the post is we should stop using this field as well. This "Pipeline Phase"field is not consistent anymore.

    Apply your own logic to a custom field would be better.

  • rath.amit38@gmail.com Profile Picture
    2 on at

    Hi Savvy,

    I also observed the same in v9. Please let me know if you find some more information on this.

    Thanks

    Amit Kumar Rath

  • StaceyKCRM Profile Picture
    80 on at

    Hi Amit: I have created a workaround for the time being so the data appears as expected for my client. I created a new field (single line of text) on the Opportunity entity, BPF Stage. Then I wrote a workflow that upon create of the Opportunity and change of the Pipeline Phase field, the Pipeline Phase field gets monitored, and if it contains "Qualify" then set the BPF Stage field to "1-Qualify" and I did this for the 3 stages of my business process flow. I also set the workflow to run on demand so I could update the BPF Stage field for all Open Opportunities. Then I simply changed out the Pipeline Phase field for the BPF Stage field for impacted views and charts.

    Hope this helps you and anyone else out there facing this.

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