Tech Support > Microsoft Windows > Windows CRM > Manual Sales Methodology -- Need Help
Manual Sales Methodology -- Need Help
Posted by Alan Whitehouse on May 12th, 2008


Hi,

Here is my situation. We are trying to implement a manual sales
methodology. Basically I have a dropdown list called "Sales Stage" with
values entitles "Stage 1", "Stage 2" and "Stage 3". I need the values here
to effect the sales pipeline and the sales pipeline report. The other
issue is that a lead can advance or retreat in the sales cycle. Meaning it
could go from Stage 1 to Stage 2 and then back to Stage 1 or could go Stage
1 to Stage 3 and then to Stage 2.

I know I need a workflow setup (as just effecting the "stepname" field
directly does not accomplish anything) to do this and I need my stages in
the workflow, but am having trouble figuring out how I should strucutre this
workflow.

Any suggestions?

Alan

Posted by GarthH on May 20th, 2008


Alan,

I had the same problem as you and resolved it in the following way:
This problem has to do with the fact that CRM wants to use 1 workflow per
sales cycle, and at the end of the workflow it inserts an entry into the
asynoperationbase table amongst others. To fix this I amened some views.
1) Amend the SalesProcessInstance view add the "modifiedon" column using
the design view
2) To keep everything standard (i.e. to keep the original pipeline report in
CRM) I renamed the "FilteredSalesProcessInstamce" to
"FilteredSalesProcessInstance_Original" and also added the "modifiedon" column
3) Create a new view called "FilteredSalesProcessInstance" and add the
"FilteredSalesProcessInstance_Original" view. The SQL should look like this:


SELECT BusinessUnitId, BusinessUnitIdDsc, BusinessUnitIdName,
OpportunityId, OpportunityIdDsc, OpportunityIdName, SalesProcessInstanceId,
SalesProcessName, SalesStageName, ModifiedOn
FROM dbo.FilteredSalesProcessInstance_original
WHERE (ModifiedOn IN
(SELECT Newestdate
FROM (SELECT DISTINCT OpportunityId,
MAX(ModifiedOn) AS Newestdate
FROM
dbo.FilteredSalesProcessInstance_original AS
FilteredSalesProcessInstance_original_1
GROUP BY OpportunityId)
AS op))

Effectively what I am doing is assuming that the modifiedon date is unique
AND selecting the newest modifiedon date for every unique opportunityid.

Run the pipeline repot and it works!

rgds

Garth


"Alan Whitehouse" wrote:


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