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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Pipeline Phase not sho...
Microsoft Dynamics CRM (Archived)

Pipeline Phase not showing on Reports and Views for certain Opportunities

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Posted on by Community Member

I have a case where the Pipeline Phase is correct in the Opportunity itself but there are blanks on reports and views for that Opportunity.  Other Opportunities show up correctly in those reports, but not for a few Opportunities.  If I look at those same Opportunities in our Sandbox, they are showing correctly there in the reports and views.  Any idea what the issue could be?

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  • Suggested answer
    StaceyKCRM Profile Picture
    StaceyKCRM 80 on at

    Hi. Not sure if you figured this out already, but I wanted to let you know what I suspect causes this...I did some testing and records that do not have a Pipeline Stage indicated in a View are Opportunity records which were created using Quick Create.

  • Scott.Norton Profile Picture
    Scott.Norton 190 on at

    I believe the quick create form is causing this issue in my system also. No pipeline phase is displayed until someone opens the full form and you can see the system do a save as soon as you enter the opportunity, after that the correct phase is displayed.

    That said i still cant figure out how to fix the issue

  • StaceyKCRM Profile Picture
    StaceyKCRM 80 on at

    Hi Scott. I resolved the issue by creating a Business Rule against the Entity, that said that "IF Pipeline Phase Does Not Contain Data, THEN set the Pipeline Phase to "specific value" (I chose the first phase)."

    Hope that helps. If so, please mark as such.

    Kindly.

    Stacey

  • Scott.Norton Profile Picture
    Scott.Norton 190 on at

    Hi Stacey. Thanks for the suggestion, at first it didnt work until i added the Pipeline Phase field onto the quick create form. Working perfectly now thanks! :)

    Sorry i dont think im able to mark as verified answer as i didnt raise the original question.

    Cheers

    Scott

  • StaceyKCRM Profile Picture
    StaceyKCRM 80 on at

    Glad that worked for you!

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