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Microsoft Dynamics CRM (Archived)

Close Quote entity changing Status Reason options

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Posted on by 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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  • Suggested answer
    jlattimer Profile Picture
    24,562 on at

    Instead edit the Quote entity -> Status Code field

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

  • shweta nikam Profile Picture
    5 on at

    @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

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