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Customer experience | Sales, Customer Insights,...
Answered

Stop showing number before active stage name in Pipeline Phase

Posted on by 90

In Dynamics 365 I have four stages (Qualify, Budgetary, PQR and Firm) the problem is in Opportunity Pipeline Phase showing number before active stage (2- Budgetary, 3- PQR, 4- Firm). 

But I want only Alphabet values not Alphanumeric values in Pipeline Phase. 

Kindly suggest how can I do this? 

  • Sakib Profile Picture
    Sakib 90 on at
    RE: Stop showing number before active stage name in Pipeline Phase

    Thanks for your help

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Stop showing number before active stage name in Pipeline Phase

    Hi,

    Since you're talking about the Stage of the Business Process flow, this feature has been deprecated in D365 v9.

    You can refer blog for this and the workaround - d365demystified.com/.../bpf-process-stage-name-not-populating-on-records-in-d365-v9-deprecated-and-workaround

    Pipeline Phase field is deprecated.

    As you may know, the BPFs have their own entities now, so as a workaround, you can do this.

    Workaround

    Create a real-time WF to be triggered when the Active Stage changes on the BPF entity (on my case it was Opportunity Sales Process)

    Every time the process flow changes you update the Pipeline Field on Opportunity with the content of Active Stage on BPF entity

    CQ44.png

    If found helpful, Please mark my answer verified.

  • Sakib Profile Picture
    Sakib 90 on at
    RE: Stop showing number before active stage name in Pipeline Phase

    0257.Capture2.PNG

  • Ana Almeida Profile Picture
    Ana Almeida on at
    RE: Stop showing number before active stage name in Pipeline Phase

    Hello,

    Can you send me a screenshot of the issue?

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