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Dynamics 365 Community / Forums / Dynamics 365 general forum / STAGE CATEGORY turned ...
Dynamics 365 general forum

STAGE CATEGORY turned blank after the V9 upgrade

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Posted on by MRVIX 1,260

We had an upgrade just a week ago, we found out the the Opportunity Stage Category for some records turned blank?! What happened? What to do? :(

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Customization / Solutions / SDK and API
  • Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at
    RE: STAGE CATEGORY turned blank after the V9 upgrade

    Hi Marjorie,

    Good to know that the workaround worked for you.

  • Verified answer
    MRVIX Profile Picture
    MRVIX 1,260 on at
    RE: STAGE CATEGORY turned blank after the V9 upgrade

    Thanks Priyesh, we've created a new field to contain the Stage Category and a workflow to copy the Active Stage value.

    The workflow was triggered on demand (to update existing records), when Process is applied and Process changes (Active Stage).

  • Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at
    RE: STAGE CATEGORY turned blank after the V9 upgrade

    Hi Marjorie, Not sure on that since it is a Microsoft issue. I did open a support ticket too but no one has got back to me on it yet.

    If my answer helped you, can you please mark it as verified?

    Thanks.

  • MRVIX Profile Picture
    MRVIX 1,260 on at
    RE: STAGE CATEGORY turned blank after the V9 upgrade

    Also, any thoughts why the Stage Category turns blank?

  • MRVIX Profile Picture
    MRVIX 1,260 on at
    RE: STAGE CATEGORY turned blank after the V9 upgrade

    Done updating. Now upon checking your suggestion, it was suggesting to create a new field to capture the current stage name. Is there a way to update the ootb Stage Category? So I'll not create a new one.

  • Suggested answer
    Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at
    RE: STAGE CATEGORY turned blank after the V9 upgrade

    Hi Marjorie, Can you try to change the name of the intended one and see if it appears?

    It can be confusing.

  • MRVIX Profile Picture
    MRVIX 1,260 on at
    RE: STAGE CATEGORY turned blank after the V9 upgrade

    Hi Priyesh, I'm trying your suggestion, however, from the list of the entities, I can't see my BPF, I only see the BPF that is deactivated with same name as the one that I need. Any thoughts?

  • Verified answer
    Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at
    RE: STAGE CATEGORY turned blank after the V9 upgrade

    This is an issue with the upgrade. Even me and several other clients are facing the same. However, I have a workaround for this.

    Please refer this blog - www.cloudfronts.com/business-process-flows-process-stage-name-blank-in-d365-v9-customer-engagement

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