SYMPTOMS

In Microsoft® Business Solutions CRM 1.2, create a sales process that creates tasks in each stage and has a wait condition that waits for the tasks to be completed or canceled before moving to the next sales stage. Closing the opportunity before the sales process is complete will automatically cancel the tasks from the current stage and open the tasks from the next stage.

For example: If you have the following sales process:

When opportunity is created
Stage1
Create Task 1
wait
Task 1 is either completed or canceled
end stage

Stage2
Create Task 2
wait
Task 2 is either completed or canceled
end stage

Stage3
Create Task 3
wait
Task 3 is either completed or canceled
end stage

Closing the opportunity while it is in Stage 1 will automatically cancel Task 1. Because Task 1 is being canceled, the wait condition is being met. Therefore, the opportunity jumps to Stage 2 and Task 2 opens. This causes the owner of the opportunity to have to manually cancel Task 2. Canceling Task 2 after the opportunity is closed will not jump the opportunity to Stage 3 or open Task 3.

RESOLUTION

Microsoft Business Solutions CRM has a fix for this problem that is part of a cumulative update.

MORE INFORMATION

You can contact a Microsoft CRM support professional directly at 877-752-1122

For Additional Information, please see:

http://mscrm.exiis.net/microsoft-crm-consulting/Pages/default.aspx