• 15 November 2013
  • 3 Comments

With the advent of business process flows in CRM 2013, it is quick and easy to set up staged progression through a particular business process you are implementing in CRM.

Out of the box, CRM 2013 business process flows have a set of default stages. Often times, these default stage values are not relevant to the business process you are trying to implement. So how do we change these to something more pertinent?

Modifying the Stage Category for Business Processes in CRM 2013

The process is very simple and  similar to the process of customizing a global option set in CRM.

First, go to Settings > Customizations and click Customize the System.

Modifying the Stage Category for Business Processes in CRM 2013

Then click on Option Sets on the left. Open the Stage Category option set in the list.

Modifying the Stage Category for Business Processes in CRM 2013

Now, you can customize the available stages just as you would any other option set.

Modifying the Stage Category for Business Processes in CRM 2013

Follow these steps and you will find that modifying the stage category for business processes in CRM 2013 is quite simple.

Looking for more helpful tips? Keep checking back for more blogs covering Dynamics CRM 2013 features, and check out our events page for upcoming CRM 2013 educational webinars.

Happy CRM’ing!

  • Matt

    How is the Stage Category different from the Stage Name?

  • Aurelia

    I’m having trouble with moving past the stages.Two of the stages are locked and we can not access or edit them because it says the first two stages are not completed, but they are. All required fields are filled out and nothing is left blank, but when I click “Next Stage” a pop up appears and says “Please fill out all required information.” Help?

    • roody-tooty

      I have experienced the same issue. It seems that if I save the record via the save icon in the lower-right of the page, the flow will recover and allow you to move to the next stage. Annoying and I can only assume it’s a bug and not a feature.

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