Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Changed step number in Pipeline Phase after Update to 8.2.2.112

Posted on by Microsoft Employee

Hi,

We recently updated our on-prem CRM System from version 8.1.0.379 to 8.2.2.112.

Some changes in this version have been made to the BPF which result in a changed numbering of the pipeline phase (stepname) field for at least us.

Before updating we had our steps in following order:

1-Opportunity
2-Customer Requirements
3-Solution Design & Quote
4-Negotiation Phase
5-Prototype / Sample Units
6-Verbal Approval
7-Order

Using these values we have set up some charts and also enable rules for customized buttons.
The BPF has not been changed at all for months.

After updating to current version we have following numbers in the stepname field for all opportunities that our sales men work on and bring through the BPF:

7-Opportunity
8-Customer Requirements
1-Solution Design & Quote
2-Negotiation Phase
3-Prototype / Sample Units
4-Verbal Approval
5-Order

Has anyone else seen this behaviour?

Any idea how to repairthis would be welcome. AFAIK this field is filled by the system and not by any custom process. I have not found out where these numbers come from exactly. I always guessed it's the position of the stage in the BPF, as the BPF is not changed I'm not sure anymore.

Best regards

Danny

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Changed step number in Pipeline Phase after Update to 8.2.2.112

    Thank you very much, Alex, for tha quick reply.

    That was exactly what I needed to know.

    We somehow had a new value in the stage category list at first postion. We moved that new value to the very bottom of the list of values and all our values got the correct prefixing number back. Now we have to clean up the meanwhile changed opportunities and all is fine again.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Changed step number in Pipeline Phase after Update to 8.2.2.112

    Hi Danny,

     is this what you need?

    www.powerobjects.com/.../updating-pipeline-phase-prefix-numbering-in-dynamics-crm

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans