StageId ProcessID being deprecated and impact on Pipeline Phase (stepname)

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Posted on by RGBeauchemin

In this recent blog (https://blogs.msdn.microsoft.com/crm/2017/07/30/how-to-determine-which-business-process-flow-bpf-instance-is-shown-when-a-record-is-opened-2/) , Shashi Ranjan announces "the ProcessId, StageId, and TraversedPath fields can no longer reliably be used to determine which process is running on a record or as triggers to workflows or other automated tracking. [...]. These field will be deprecated in some future release of Dynamics."

What is not clear is the impact this will have on the opportunity field Pipeline Phase which is populated by the system based on the BPF step and its association with the Stage Category global option set.

Has anyone been close enough to know?

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RGBeauchemin 55 on at

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Alex Fun Wei Jie 33,628 on at

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Hi,

Before you process to below, read this first

if your environment has multiple business process flows and user has the privilege to switch process, i would suggest you not to use it anymore. The impact would be the same as stageid and processid.

DEMO

user 1 create a opporutnity with Lead to Sales bpf and the pipeline phase is 2-Develop.

user 2 switch the process to new process, the pipeline Phase is 1-Qualify.

From user 1 refresh the record and this is what he/she see.

So what you can do?

1. If using JS

- use this method to get the Active Process Stage.

https://msdn.microsoft.com/en-us/library/dn817878.aspx#BKMK_Process

2. if using plugin / workflow / Console Application, use below method to get the current process

https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.retrieveprocessinstancesrequest.aspx

but this has a problem, but i am not sure is v9.0 behave the same

https://www.facebook.com/groups/21809302488/permalink/10155320990722489/?comment_id=10155322530907489&reply_comment_id=10155323086572489&notif_t=group_comment_mention&notif_id=1502937626584560

3. For Reporting purpose

- No idea.

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