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CRM 4.0 : opportunity form shows 'None' for Pipeline Phase (bottom right hand corner of the form) RRS feed

  • Question

  • in MSCRM 4.0 I have build a  workflowbased salesprocess with many
    workflows.

    The workflows run like expected, the change of the stepname in the
    opportunity is well documented by the workflow monitor of the opportunity.

    I add the column 'stepname' to the opportunity view and the 'Sales Pipeline'
    is shown with the individual stepname set by the workflows.

    Now the problem: the 'Pipeline Phase' (stepname) shown in the oppotunity
    form shows 'None' in the bottom right hand corner of the form

    Now why this field in right hand corner not getting updated properly? i have tried waiting for minutes and also save and open the form again but it does not update this field at all...

    Thursday, July 30, 2009 10:49 AM

Answers

  • My guess is this is a bug. I know that the Sales Pipeline report is broken in this regard. If it is the same bug then you may be out of luck as I believe the pipeline phase in version 3 referred to a completely different table which is no longer used.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Friday, July 31, 2009 12:15 PM