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  • Create Date February 6, 2020
  • Last Updated February 6, 2020

Update Pipeline Phase field

Is you Sales Pipeline funnel chart out of sync? Weird BPF stages are showing? What's probably happening is you've edited your Opportunity Sales Process' BPF. To align your funnel chart, you need to edit the Pipeline Phase field on your open Opportunitites. To do that with Power Automate you can use the Flow provided here.

The attached zip contains an unmanaged solution with a Flow and a real-time workflow.

More information:
https://daytodaydynamics365.com/fixing-the-sales-pipeline-funnel-chart's-pipeline-phases-with-power-automate/

Attached Files

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UpdatePipelinePhaseField_1_0_0_0.zipDownload 
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