News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... How to reactive a stag...

Customer experience | Sales, Customer Insights,...

Suggested answer

How to reactive a stage in Dynamics 365 Sales?

(0) Share

Report

Report

Posted on by Community member

My opportunity is on the /Close/ stage and I would like to change the opportunity stage back to /Propose/. How can I do it?

There is no option to directly do it.

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

How to reactive a stage in Dynamics 365 Sales?

Hi Partner,

In fact, the 'Opportunity Sale Process' is one BPF, and each BPF is one separate entity, each opportunity has one related BPF record, the record will be inactive if you finish last stage.

The simplest way: Find the BPF record and change it's status to active again.

In my example:

1)Not clicking 'Finish' button, you can back to previous one stage:

2)You can't move if you have clicked 'Finish' button.

1.Using Advanced Find to search correct entity (in your example is opportunity sales process)

2.Clicking 'Result' to find correct record, active it.

3.Test:

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,904 Super User 2024 Season 2

#2

Martin Dráb 230,605 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans