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 NAV (Archived) / Skip first sales cycle...
Microsoft Dynamics NAV (Archived)

Skip first sales cycle stage

(0) ShareShare
ReportReport
Posted on by Community Member

Is it possible to skip the first stage of a sales cycle on  the opportunity?

When I take a not started opportunity and choose 'skip' to go straight to stage 2 it says 'skip is not a valid selection'.

Thanks

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Saurabh Shah Profile Picture
    Saurabh Shah 4,560 on at

    Hi Threea,

    Have you ticked on Allow Skip in Sales cycle stages?

    Please check sales cycle stages from Sales Cycle --> Stages.

    Regards,

    Saurabh Shah

  • Community Member Profile Picture
    Community Member on at

    yes, I have ticked this box on the first stage.

  • Verified answer
    Saurabh Shah Profile Picture
    Saurabh Shah 4,560 on at

    Hi Threea,

    I have reproduce the same case in my database and also checked the development code of opportunity update. system is allowing to skip the stage only when there is a single stage entry has been done so for first stage no any entries are created so system is not allowing to skip it and expect to have activated first stage.

    For work around you can create first stage as intiation (as example) of opportunity and can put other activities then after so in any case, you need to intiate the opportunity and then if you want you can skip the other stages.

    Regards,

    Saurabh Shah

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 NAV (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans