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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Opportunity stages and...
Microsoft Dynamics CRM (Archived)

Opportunity stages and Business Process Flow stages are not in Sync

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Posted on by Community Member

Scenario : I am using MS CRM 2013. I have created one Business Process Flow on Opportunity Entity in whcih we have a custom field called "stage". This field has different values like initial screening, submission, interview, confirmation, placement. My Business process has stages like stage1, stage2, stage3, stage4, stage5.

On stage change of Business Process Flow i want to update the value of my custom field (Stage) and vice versa.

Let me know How can i achieve this?
Thanks in advance.

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  • Suggested answer
    Mamatha Swamy Profile Picture
    Mamatha Swamy 5,426 on at

    Javed,

    You can build a workflow to set the custom field on change of Process Stage.

    Refer

    community.dynamics.com/.../executing-a-workflow-upon-change-of-business-process-flow-stage-in-dynamics-crm.aspx

  • Community Member Profile Picture
    Community Member on at

    Hello Mamatha Swamy, Thanks for your reply. Please provide me more details about this.

  • mscrmba Profile Picture
    mscrmba on at

    Hi Javed,

    Did you look at the link Mamantha gave you?

    This shows you (in quite a lot of detail) how to create a real-time (synchronous) workflow to update the custom field (Stage) based on the business process flow stage change.  Give it a go, and let us know if/where you get stuck and need further assistance.

    If you want to update the fields the other way around as well you could do an equivalent workflow that works the other way around.  

    If you want the BPF on the page to refresh automatically (on manual change of the Stage field) you'll need to:

    1. put the Stage field in the body of the form and put the event handler on that field

    2. have some Jscript to refresh the screen.  

    Refer to this forum query for further information on this.

    community.dynamics.com/.../374829.aspx

    This link may also be of some assistance to you:

    inogic.com/.../how-to-apply-script-on-header-fields-and-bpf-fields

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