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Prefix in Pipeline Phase RRS feed

  • Question

  • Hi

    I have a problem with the prefix of the Pipeline Phase. In my case the first two stage in my Business Process Flow is Lead and the second is Demo. When I create a new opportunity and save it at the first stage (Lead) it get the Pipeline Phase 15-Lead. If I move it to the second stage in the BPF (Demo) the Pipeline Phase get the value 16-Demo.

    I would like the Pipeline Phase to have the values 1-Lead and 2-Demo. How can I change this? Where do I change the prefix?

    Wednesday, March 5, 2014 2:29 PM

All replies

  • Customise the global option set for process Stage Category.

    Move the available options up the list using the green arrows until they are in the first and second position.

    While most charts sort option set values according to the underlying integers, the built-in sales pipeline charts sort according to the order in this category list, and prefix according to this position too.

    Read here for more detail:
    http://www.pedroinnecco.com/2013/11/dynamics-crm-2013-sales-pipeline-2/


    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    Blog: Getting IT Right

    Saturday, March 8, 2014 5:14 PM
  • The strange thing is that I only have 7 values in this option set

    • Lead
    • Demo
    • Design
    • Quotation
    • Accept
    • Create Site
    • Close

    So I don't understand where the value 15 - Lead comes from.

    Friday, March 14, 2014 1:04 PM