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Dynamics 365 Community / Forums / Sales forum / Opportunity process st...
Sales forum

Opportunity process status doesn't sync with corresponding business flow status

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Posted on by River 157

For some reason, the opportunity status no longer sync with the corresponding business process status.

In the screenshow below you can see the opportunity process is "tecknat" and the business flow status is "skickat".

The correct should be that the opportunuty process also is "skickat".

We think this out of sync issuse happened with the recent upgrade to version 9 of dynamics 365 for sales (online).

Any suggestions on how to solve this issue? Thank you.

dynamics_2D00_error20181022.PNG

Categories:
Leads or Opportunities
I have the same question (0)
  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,499 on at

    Are those the OOB fields which are supposed to be in sync?

    If yes, is/was there any custom logic which were setting those fields?

    If no, raise a ticket with Microsoft for this issue.

    To raise a ticket, https://admin.powerplatform.microsoft.com/

    If my answer helps you, please mark it as verified.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    There are some changes in the v9 due to which some process stage field have stopped updating. If you need this functionality, you need to create your own workflow which triggers on stage change of BPF and Sets the currect stage in your field.

    Hope this helps.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    As the one mentioned above, you could create one Synchronous workflow with five check conditions or have five Synchronous workflows with one check condition each.

    In the Synchronous workflow select the field "Pipeline Phase" on change of which the workflow will be executed.

    You can refer to these two articles:

    https://community.dynamics.com/crm/b/lostinthoughtsofcrm/archive/2018/02/28/how-to-check-for-opportunity-business-process-stage-changes-in-a-dynamics-365-version-9-workflow

    https://community.dynamics.com/crm/f/117/t/272877

    Hope this helps.

    Best Regards,

    Lu Hao

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