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Help: Pipeline phase field does not display pipeline phase RRS feed

  • Question

  • I am able to add the pipeline phase and use it to update probability in opportunities on my trial account which I use for testing things.

    Now I tried to do the same on the production CRM. I added the pipeline field, but now when I change phase using the arrows on the flow ui the pipeline is not reflected in the field.

    That is to say the pipeline phase field does not display the pipeline?

    what can I do to fix this?

    Its confusing because on the trial account I simply added the field and it displays the current phase and changes accordingly when I change phase using the ui.

    I tried searching the forum to no avail. If it's already been asked please just point me to the thread.

    Thanks


    teach a man to fish ... etcetera

    Thursday, November 7, 2013 12:51 PM

All replies

  • http://blog.allegient.com/blog/trent-bells-blog/microsoft-dynamics-crm-ur12-sales-stage-and-pipeline-phase-behavior

    I have looked in a hundred places and the above remains to be whats supposed to happen I don't see why I can't get it to happen.

    What do I need to do to get my pipeline phase field to populate?


    teach a man to fish ... etcetera

    Saturday, November 9, 2013 5:08 PM