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Dyn365 - Cases - What is the difference between 'Status' and 'Stage'

Posted on by 230

Hi,

can some one explain or just show us some doc about that?

Or question is related in a case where the customer with a 'strange' issue, need a little bit more time to research how to fix; what field should we use for that???

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  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Dyn365 - Cases - What is the difference between 'Status' and 'Stage'

    Status is a field of an entity. You can set status - Active, Open, Close, Cancelled etc.

    Stage is a part of Business process flow, You can divide your case in several stages while designing business process flow.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Dyn365 - Cases - What is the difference between 'Status' and 'Stage'

    Hi partner,

    1.Stage is a part of Business Process Flow, which is used to show and guide users the composition of BPF.

    community446.png

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/business-process-flows-overview

    2.Status represents the current state of the record. 

    The Status is an attribute of the record species and the Stage is an attribute in BPF and there is no connection between them.

    Hope it helps.

    Best Regards,

    Leo

  • LuHao Profile Picture
    LuHao 40,870 on at
    RE: Dyn365 - Cases - What is the difference between 'Status' and 'Stage'

    Hi Renato,

    1. Status is the OOB field of the records of Dynamics 365. It is essential for the case. Each case has a value of Status, which shows whether the case is active, resolved, or canceled. These indicators are set using the Status and Status Reason fields, which are also linked together.

    Note that Status is a case field that has a specific value that we can use to filter cases. Administrators or managers can make case reports based on this.

    Please refer to this article on Status and Status Reason:

    [View:~/crm/b/briteglobalsolutions/archive/2017/09/11/status-and-status-reason-in-dynamics-crm:320:50]

    2. You can help ensure that people enter data consistently and follow the same steps every time they work with a customer by creating a business process flow.

    Business process flows provide a guide for people to get work done. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind. This user experience can be tailored so that people with different security roles can have an experience that best suits the work they do.

    Note that Stage is not the case field, it has no value. So we can't filter the cases through the Stage.

    Please refer to this article on Business process flows:

    [View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/business-process-flows-overview:320:50]

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