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Customer experience | Sales, Customer Insights,...
Answered

Updating the options on the close as lost tab on an opportunity

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I need to add another option to the Close opportunity status reason box (see below). Any suggestions as to how you can do this? I can't seem to find the fields anywhere. I've tried through the Power Apps - solution - tables option but i don't seem to have opportunity on the list. 
 
 
Thanks
Lou 
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    Updating the options on the close as lost tab on an opportunity
    Hello User,
     
    Affan has already answered your question. If you want to customise the opportunity close form then you can. Refer below article.
     
     
    Thank you,
    Amit Katariya
  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    Updating the options on the close as lost tab on an opportunity
    Hello User,
     
    Affan has already answered your question. If you want to customise the opportunity close form then you can. Refer below article.
     
     
    Thank you,
    Amit Katariya
  • Muhammad.Affan Profile Picture
    Muhammad.Affan 4,468 Super User 2025 Season 1 on at
    Updating the options on the close as lost tab on an opportunity
    Hi Lou,
     
    Hope you're issue is resolved. If that's the case please mark the answer as verified and if you still have issues I'm here to assist.
     
    Thanks
    Affan
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,468 Super User 2025 Season 1 on at
    Updating the options on the close as lost tab on an opportunity
    Hi Lou,
     
    I can help you.
     
    Steps to follow:
    From the command bar select the wheel icon and select advanced setting
    Than select customizations and then select customize the system
    Once that open under entities look for opportunity entity
    Once their, select fields and search for statuscode field and open it
    Once the field details open under TYPE in the status field change it to LOST- this will then show lost opportunity option sets
    Than click on add button to add the option you like
    once done save and publish the customisation and you're good.
     
    If you still have issue feel free to connect. And if this resolves your issue mark the answer as verified and change the status to answered.
     
    Thanks
    Affan
    Follow my YouTube channel for more insights into Dynamics 365 https://www.youtube.com/@AffansDynamicsJourney
     
     

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