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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Close Quote entity cha...
Microsoft Dynamics CRM (Archived)

Close Quote entity changing Status Reason options

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Posted on by Sullair 145

Hi

I have a requirement to add more options to the Close quote form Status Reason. By default only "Lost" and few other options are available. I go to Customize > Entities > Close Quote and nothing is editable.

How to edit Close Quote?? please help!

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  • shweta nikam Profile Picture
    shweta nikam 5 on at
    RE: Close Quote entity changing Status Reason options

    @jason : I tried following the steps provided by you. However, if I click on Add and add new value and then If I click on OK. Nothing happens :( Is this any kind of bug. I am able to edit this field properly in CRM 2015

  • Suggested answer
    jlattimer Profile Picture
    jlattimer 24,558 on at
    RE: Close Quote entity changing Status Reason options

    Instead edit the Quote entity -> Status Code field

    Change the Status to "Closed" and you will be able to modify the values

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