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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add a custom pipeline ...
Customer experience | Sales, Customer Insights,...
Answered

Add a custom pipeline stage to an opportunity view

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Posted on by Antoprd 10

I created a custom pipeline with three stages.

Now in the opportunity module, I want to create a view of open opportunities with the stage of the new pipeline related to the opportunity.

The problem is that I can find the field "pipeline stage" of the standard Sales 365 pipeline, but there is no field to add the stage of my new pipeline. 

Is there a way to add this field to the columns ?  

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  • Verified answer
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    Community Member on at

    Hi Antoprd,

     The pipeline phase(pipeline stage) of an opportunity is based on the stage of the business process flow that it's currently in.

    The category values used for each business process stage are defined in a global option set named Stage Category.

    pastedimage1640229226987v1.png

    The label for the pipeline phase of an opportunity consists of the category order (index) of the associated stage followed by the name of the category.
    When an opportunity moves through the stages of its business process flow, the pipeline phase is set to a value in the form of {StageCategoryIndex} - {CategoryName}.

    As you mentioned, "I created a custom pipeline with three stages", So you've created a new BPF with three stages for the opportunity entity?

    So you can refer following link to create a workflow to update pipeline phase(pipeline stage) field:

    Display Business Process Values on Forms in Dynamics CRM 2013 | PowerObjects

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