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) / Update Opportunity Sal...
Microsoft Dynamics CRM (Archived)

Update Opportunity Sales Stage field when Lead to Opportunity Sales Process Stage changes

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi, I'm trying to set the Sales Stage field on the Opportunity entity to equal the Lead to Opportunity Sales Process Stage when the process stage changes. I'm using a workflow and have followed the instructions outlined at the link below. However, I'm not able to select the Opportunity entity for the Action Update in the workflow. The closest is the Opportunity ID, but when I select that, I can select the Active Stage on the next screen, but there is no option in the next dropdown list so I'm not able to Add anything to the Sales Stage field.

Any ideas what I'm missing? Refer to screenshots here. Thanks in advance for your help.

https://community.dynamics.com/crm/b/crmpowerobjects/archive/2014/04/21/executing-a-workflow-upon-change-of-business-process-flow-stage-in-dynamics-crm

sales_2D00_stage.PNG

sales_2D00_stage_2D00_2.PNG

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update Opportunity Sales Stage field when Lead to Opportunity Sales Process Stage changes

    Thanks - I'm not looking to set the Process Stage. I'm looking to set the Opportunity Sales Stage field to be equal to the Process Stage. Sounds like some coding is required here for a custom workflow so I'll get a developer involved. Thanks.

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Update Opportunity Sales Stage field when Lead to Opportunity Sales Process Stage changes

    Hi Sally,

    From what I know regarding setting Process Stages, you need to do this using a Custom Workflow.

    There are a couple of custom workflow tools available that you can install and will allow you to do this:

    github.com/.../Dynamics-365-Workflow-Tools

    github.com/.../1.5.0.0

    www.itaintboring.com/.../tcs-tools-setactiveprocess-custom-workflow-activity

    Hope this helps.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans