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Customer experience | Sales, Customer Insights,...
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Set business process flow and active stage id - CRM 2016 OnPremise

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Hi All,

I am working on CRM 2016 Onpremise with database version 8.1.  In Opportunity, the business process flow stage is integrated.  But the stage is deleted from master means from process stage entity.  So there is no linkage of the particular business process flow for the stage.  I would like modify the stage for the opportunity.  In CRM 2016, the entity is not creating for the business process flow. How to set active stage id for the opportunity entity.  

Tried below solution:

Updated the stage id in opportunity. But traversed path is not update automatically.  Do we need to update traversed path.  Even, update stage id of opportunity, when open the particular opportunity record, the stage is not active.

Kindly suggest in CRM 2016 onpremise, how to update active stage of integrated process flow.

Thanks,

Saratha.

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    619 on at

    Hi Steve,

    Thank you for your response.  I will try to set the stage id by using this reference URL suggestion.  If it's working fine, I will update it.

    Thanks,

    Saratha.

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