web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change Stage Category ...
Microsoft Dynamics CRM (Archived)

Change Stage Category on Business Process Flow

(0) ShareShare
ReportReport
Posted on by Community Member

Hi all

I would like to change the values of the optionset "Stage Category" on a Business Process Flow "Opportunity Sales Process".

The values are transferred to the field "Pipeline Phase" on the Opportunity in sequence. So maybe I have to change that process, too.

Does anybody have a clue, how to do that?

Thanks and regards

Claudia

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at

    Stage Category  is a Global option set and you should be able to edit the existing values as well add/remove values to this option set.But Microsoft recommends to keep the existing options. In order change this value go to settings->customizations or Solutions.

    Open the solution and click on global options set, if its not already exists in the solution, you can add it to the solution by clicking add existing item.Once added to the solution double clcik the option set and update it the way you want.

    4212.Capture1.PNG

    More on this topic can be found here

    https://technet.microsoft.com/en-us/library/dn531135.aspx

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Claudia,

    It is possible but it would affect the other process as well

    It is stored as Option Set

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

    technet.microsoft.com/.../dn531135.aspx

    Hope this helps.

    Thanks

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans