When implementing Microsoft Dynamics CRM for an Opportunity, you may come across a requirement where you will need to add or change the default set of the stage category. Any changes to the process stage category will result in the Dynamics CRM system automatically updating the Pipeline Phase field, which has a prefixed integer and process stage name. Sometimes, you will want to change or correct these auto generated prefixed numberings. This post will show you how to update the prefix value for the Pipeline Phase.
First, we want to understand how the system generates these integers for the Pipeline Phase. The prefixed integer is actually the order number that the stage name is at in the option set. Below are the examples and the steps to show you how to update the prefixed numbering. For example, we might encounter a Pipeline Phase numbering issues, which could have a strange value or might be out of order. In the example below, an unexpected prefixed integer value of 81 is prefixed. Steps 1-4 will walk you through the process of changing it.
- Go to solution, find the Global Option Sets:
- Find the Stage Category, which is used for the Opportunity Business Process Flow:
- Open the option set and re-order the items:
The Options set values will not have any impact on the prefix integer. Only the position order matters and it starts from number 1. For example, the “Prospect & Qualify” in the above position will have “1” as the prefix.
- In this example, if we put “Negotiate” in the 5th position, the Dynamics CRM system will generate “5” for the prefix:
We hope this blog was helpful as you correct or change the Pipeline Phase numbering any way you like!! If you are interested in learning more about Dynamics CRM troubleshooting, PowerPacks, or CRM
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