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Customize Opportunity Close

Posted on by 362 User Group Leader

I received a requirement to be able to customize Opportunity Close entity to change/edit Status reasons to include some specific reasons.

Using my instance, I was able to make changes/edit the status reason for Opportunities Close entity.

The following steps was carried out to achieve the result:

STEP 1

 

1.      In the Dynamics 365 Sales application, click on Settings

2.      Click on Customization

3.      Click on Customize the system

4.      In the Solutions Explorer, expand the entities, scroll down to "Opportunity"

5.      Expand the Opportunity entity and click on Fields

6.      Search and double click to open "Statuscode" with display name "Status Reason"

 

pastedimage1578658692296v1.png

 

 

7.      Change the status field to "Lost" 

8.      Click on add

9.      In the "Add List Value" box, type label and copy the Value number, in this case  Label: TestLost and Value: 756,150,002

 

pastedimage1578658692305v2.png

 

10.  Click on Save and close

11.  Publish the Opportunity entity

 

STEP 2

 

1.      In the Solutions explorer, expand the entities, scroll down to "Opportunity Close" entity

2.      Expand the Opportunity Close entity and click on Fields

3.      Search and double click to open "opportunitystatuscode" with display name "Status Reason"

 

pastedimage1578658692308v3.png

 

 

4.      In the Options, click on + icon to add the specific reason in this case Label:  TestLost and Value: 756,150,002 (past value copied in the number 9 of Step 1 above)

 

 

 

7115.pastedimage1578658692312v4.png

 

5.      Save and Close

6.      Publish the Opportunity Close entity.

7.      In the Unified Interface, open a Opportunity record, click on Close as Lost

 

pastedimage1578658692315v5.png
 
To add specific reason for "Close as Won" follow the steps above

 

For further information please visit documentation on https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience

The above steps works fine in my environment.

  • ashish12 Profile Picture
    ashish12 3,077 on at
    RE: Customize Opportunity Close

    Hi, Are you facing any issue on Opportunity close form or this is a blog?

    Thanks

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