How do I fetch the current/active stage of an opportunity with OData API?

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Posted on by btc_dynamics

I am able to fetch an opportunity name and opportunityid by doing something like:

SELECT opportunityid, name FROM opportunity WHERE name LIKE '%search term%'.

However, now that I have the opoortunityid in the format '1d527eac-3f61-48cb-809a-12b0e7acb112', I would like to fetch the active stage of the opportunity in the Opportunity Sales Process.

If I also try to fetch stageid, salesstage in the query, they both return null. I also tried selecting

FROM opportunitysalesprocess WHERE opportunityid = '1d527eac-3f61-48cb-809a-12b0e7acb112'

but it returns: Resource not found for the segment "'opportunity sales process'".

How can I select the current/active stage of an opportunity by using the opportunityid?

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Manoj Mane 1,020 on at

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Hi btc_dynamics,

You can refer the below query & attached ss of Opportunity:-

your_crm_url/api/data/v9.0/process_name ?$select=_activestageid_value,name&$expand=activestageid($select=processstageid,stagename)&$filter=_opportunityid_value eq 'opportunnityGUID'

You need to modify the above query with your CRM URL and process name.

Thanks,

Manoj Mane.
Please mark this as VERIFIED if it helps.

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btc_dynamics on at

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Hi Manoj Mane

When I go to the following URLs:

my_crm_url/api/data/v9.0/process_name

my_crm_url/api/data/v9.0/opportunitysalesprocess

I still get the following response:

{"error":{"code":"0x8006088a","message":"Resource not found for the segment 'process_name'."}}

{"error":{"code":"0x8006088a","message":"Resource not found for the segment 'opportunitysalesprocess'."}}

I've also tried selecting activestageid and _activestageid_value from opportunity but get the following response:

{"error":{"code":"0x0","message":"Could not find a property named 'activestageid' on type 'Microsoft.Dynamics.CRM.opportunity'."}}

I'm using DQL queries with Kloudless so might need to make multiple calls to one table at a time to get the right data.

This is the process i'm trying to select:

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btc_dynamics on at

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Manoj Mane

An update on the above. I get some results when I use the plural name opportunitysalesprocesses.

I am now a step further by using the query:

SELECT name, _activestageid_value FROM opportunitysalesprocesses WHERE _opportunityid_value = '{opportunity_id}'

This query gives me a result like:

Now that i have the businessprocessflowinstanceid and _activestage_value, do you know how I can obtain the active stage name?

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Manoj Mane 1,020 on at

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Hi btc_dynamics,

You need to expand the activestageid record in the expand you will get the stagename.

As shown in below query:-

$select=_activestageid_value,name&$expand=activestageid($select=processstageid,stagename)&$filter=_opportunityid_value eq 'opportunnityGUID'

Thanks,

Manoj Mane.
Please mark this as VERIFIED if it helps.

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btc_dynamics on at

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Hi Manoj Mane

Is there a way to do this without using the $expand keyword? (I'm using a middle-man service that doesn't support expanding the record).

For example, could I do something like:

SELECT salesstage FROM {some table} WHERE _activestageid_value = 'xyz';

Thanks

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XM-22040801-0 11 on at

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Hi,

SELECT stagename FROM processstage WHERE _activestageid_value = 'xyz';

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Manoj Mane 1,020 on at

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Hi btc_dynamics,

Yes after getting the "_activestageid_value " in first request you can retrieve the name of the activeStage name using the GUID of the "_activestageid_value "

Thanks,

Manoj Mane.
Please mark this as VERIFIED if it helps.

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btc_dynamics on at

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I used stagename instead of activeStage but this worked, thank you.

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