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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Updating Pipeline Phase
Microsoft Dynamics CRM (Archived)

Updating Pipeline Phase

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Posted on by IvanMislav 35

Hi,

I customized the OOB pipeline phase option set (added new phases and changed names on old ones), and now i would like to run a workflow to check every opportunity's active pipeline phase, and update the filed Pipeline Phase accordingly.

Any idea how to do that?

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    benitezhere.blogspot.in/.../pipeline-phase-field-deciphered.html should help, Ivan.

    Thanks.

  • IvanMislav Profile Picture
    IvanMislav 35 on at

    Thank you for the answer.

    Unfortunately this hasn't solved my problem. I have a situation on some records where BPF stage is clearly marked as Qualify (Active with the litlle flag symbol) but Pipeline phase field is empty and Sales Stage, Process Stage and Step fare also empty. Screenshot below:

    2630.Picture1.png

    What I would like to find out is how to reference the step which is shown on the business process flow and map it on the Pipeline phase field. Right now I would need to go through every opportunity like this and click next phase and then click previous to set the correct pipeline phase, and that is just extremely time consuming.

  • Verified answer
    IvanMislav Profile Picture
    IvanMislav 35 on at

    I found a post that answered my question.

    Here is the link: www.powerobjects.com/.../display-business-process-values-forms-crm-2013

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