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

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Posted on by louisa lane

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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.

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Lou

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Muhammad.Affan Moderator on at

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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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Muhammad.Affan Moderator on at

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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

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Amit Katariya007 10,409 Moderator on at

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Hello User,

Affan has already answered your question. If you want to customise the opportunity close form then you can. Refer below article.

Customize opportunity close form

Thank you,

Amit Katariya

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Amit Katariya007 10,409 Moderator on at

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Hello User,

Affan has already answered your question. If you want to customise the opportunity close form then you can. Refer below article.

Customize opportunity close form

Thank you,

Amit Katariya

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