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Updating the Pipeline Phase Prefix Numbering in Dynamics CRM

Post Author: Joe D365 |

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.

How to Update Pipeline Phase Prefix Numbering in Dynamics CRM

  1. Go to solution, find the Global Option Sets:

    How to Update Pipeline Phase Prefix Numbering in Dynamics CRM

  2. Find the Stage Category, which is used for the Opportunity Business Process Flow:

    How to Update Pipeline Phase Prefix Numbering in Dynamics CRM

  3. Open the option set and re-order the items:

    How to Update Pipeline Phase Prefix Numbering in Dynamics CRM

    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.

  4. In this example, if we put "Negotiate" in the 5th position, the Dynamics CRM system will generate "5" for the prefix:

    How to Update Pipeline Phase Prefix Numbering in Dynamics CRM

Note: Be sure to not set the prefixed integer via plugin or Javascript; the CRM system will overwrite the value and it might end up a strange value.

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
Education head on over to our main CRM Blog page for endless possibilities!

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

3 comments on “Updating the Pipeline Phase Prefix Numbering in Dynamics CRM”

  1. As an aside, if you update the option set in another instance then import it (i.e. move from dev to prod), you will need to open the option set, move at least one value, save, then move it back and save again. the reorder happens when you move the item or create a new item in the list, not when a new list is imported over an existing.

    1. Thanks Jerry. This has confused me for ages (why the numbers sometimes didn't match the sequence) and now I understand.

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