Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

How do I change the Status Reason on Opportunity Close in Sales Hub? What am I missing?

(1) ShareShare
ReportReport
Posted on by 20

Hi,
I am wondering if anyone experienced something simillar and knows how to get this to work:


I am trying to change the options that appear when I select "Close
as lost" on the Opportunity view. There seems to be no easy way to do
it, so I followed a guide - it advised me to make the changes by going
into the classic view and altering it there (Advanced settings ->
customizations -> customize system -> Opportunity -> fields
-> status reason).


r/Dynamics365 - How do I change the Status Reason on Opportunity Close in Sales Hub? Running into an issue.

 

I think it looks correct? But after saving and publishing the changes I still cannot see the new option I have added:



r/Dynamics365 - How do I change the Status Reason on Opportunity Close in Sales Hub? Running into an issue.

 


Any idea why it doesn't work? Am I doing something wrong?

Categories:
  • Suggested answer
    LM-13011028-0 Profile Picture
    LM-13011028-0 20 on at
    How do I change the Status Reason on Opportunity Close in Sales Hub? What am I missing?
    There are two fields called Status Reason. I was trying to update the wrong thing. Had to add the custom names to "opportunitystatuscode" for Opportunity Close
  • LM-13011028-0 Profile Picture
    LM-13011028-0 20 on at
    How do I change the Status Reason on Opportunity Close in Sales Hub? What am I missing?
     
    In here? The settings for this seem to be greyed out.
     
    I do have "Customize close opportunity form" set to "Yes"
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    How do I change the Status Reason on Opportunity Close in Sales Hub? What am I missing?
    Have you added same options on opportunity close entity status field?
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans