How to Set Business Process Flow Stages in CRM for Opportunities? Please help.
I am migrating data from Excel to Dynamics 365 CRM. The source data contains a field that is considered the current stage. I need to set the stage of the business process flow that is on the opportunity records.
I currently have my map setup as follows:
- Create Opportunity
- Lookup Opportunity
- Create Business Process Flow
- Lookup Business Process Flow
- Update Opportunity
I am using the activestageid field to set the stage with the GUIDs I retrieved for each stage in the process flow.
When I run the map, some stages map correctly, while others do not. And I also get some duplicate Opportunity records.
Additionally, I am having trouble updating the Status and State for the Opportunity in the Update block....
I would greatly appreciate any help as I cannot seem figure this out.