Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Can you modify Opportunity status options?

(0) ShareShare
ReportReport
Posted on by

I would like to add a status option to the existing won, lost and open opportunity statuses. Is there a way to do that or is this set in stone? I've learned how to change Status Reason, but I need to add a status called Potential, so that doesn't really fit in one of the existing categories.

Thanks!

*This post is locked for comments

  • RE: Can you modify Opportunity status options?

    That's a good idea Jerry. Thanks!

    Thanks for confirming it Jason. I'll set up a view to get what we need.

  • Verified answer
    RE: Can you modify Opportunity status options?

    We have run into similar situations. On closer examination of the business process, something like Potential is a Status Reason ie subset of open. We just adjust the advanced find views to either include or exclude these types of open opportunities as it makes best sense for the client

  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,558 on at
    RE: Can you modify Opportunity status options?

    Unfortunately the Status (or StateCode) of an entity is locked down to the system values so you'd have to work your new value into one of the Status Reasons that correspond to one of the existing States.

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

Announcing Our 2025 Season 1 Super Users!

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

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,031 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,868 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans