Customer experience | Sales, Customer Insights,...

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

(0) Share

Report

Posted on by LM-13011028-0

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:

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

Categories:

Dynamics 365 Sales

All responses (3)

Answers (0)

Suggested answer

LM-13011028-0 on at

Like (0)

Report

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 on at

Like (0)

Report

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 8,941 Super User 2024 Season 1 on at

Like (0)

Report

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?

Add new status on opportunity close entity