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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM for Outlook not di...
Microsoft Dynamics CRM (Archived)

CRM for Outlook not displaying Process Stage fields?

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Posted on by Community Member Microsoft Employee

On one of my Opportunity views I added a linked column "Process Stage Name" from the related entity Process Stage:

Topic Name (Account) Process Stage Name (Process Stage) Status
xxxx xxxxxxxx xxxxxxx xxxx

Process Stage Name (Process Stage)

The column is displaying fine on CRM web however it doesn't seem to be displaying on Outlook CRM with the "Microsoft Dynamics CRM for 2016 Microsoft Office Outlook" plugin. I'm using the 8.1.0000.0371 build.

The view in outlook just ommits the column and displays the rest of the columns.

Anyone else encountered something similar?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM for Outlook not displaying Process Stage fields?

    I have experienced the exact same behaviour

    Microsoft Dynamics 365

    Version 1612 (8.2.1.411) (DB 8.2.1.411) online

    Microsoft Dynamics 365 for Microsoft® Office Outlook® with Offline Access

    (8.2.1.176)

    Leads view including process name works online but the column is excluded from the exact same view within outlook.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM for Outlook not displaying Process Stage fields?

    Other views of the Opportunity behave the same. I also tested this on a different entity like Account and it also behaves the same. I'm wondering if it's probably a known bug that someone might've encountered. Hmm

  • danikahil Profile Picture
    danikahil 85 User Group Leader on at
    RE: CRM for Outlook not displaying Process Stage fields?

    Weird, not that I recall.

    Do you have the same problem if you add this field on other views of the Opportunity? Also try adding the same field name on other Entities and check if you have the same issue.

    Unfortunately I can't test myself as I mostly work on Dynamics 365 now.

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