Modifying the Stage Category for Business Processes in CRM 2013

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?

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.

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

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

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!