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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change the Order of Sa...
Microsoft Dynamics CRM (Archived)

Change the Order of Sales Stage on the Funnel Visualization

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Posted on by Community Member

FunnelCRM.jpg

I am wanting to change the order of my stages of my sales pipeline display

I need it to be the following:

Qualify

Needs Assessment 

Propose

Selection

Sign

Inservice

Sending

Does anyone have any suggestions/solutions 

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I have the same question (0)
  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Check this thread-

    community.dynamics.com/.../152796

    I hope this helps. If my post answers your question, please mark as "Verified".

  • Verified answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    1. Create a new solution

    2. Add the chart you want to modify

    3. Edit the Customization xml

    4. Add the below line in inside the entity tag

    <entity name="Opportunity"?

    <order alias="stepname" ascending="true" />

    </entity>

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    for all Chart question go take a look at the crmchart guy :) crmchartguy.wordpress.com/.../funnel-charts-in-dynamics-crm

  • Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at

    Hi,

    Try changing the names of the stages in the Stage Category option set as follows.

    01-Qualify

    02-Needs Assessment

    03-Propose

    04-Selection

    05-Sign

    06-Inservice

    07-Sending

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