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Session Id :
Microsoft Dynamics CRM (Archived)

Status in Opportunity

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Posted on by 545

Hi All, 

Status in opportunity has 3 values.  open, Won & Lost. Can we change the any of these values? If Possible then How ?

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi,

    you have 2 types of status: statecode and statuscode.

    You you are speking about statecode:

    as you can see you can't edit it.

    What you can change/edit/add is the statuscode (in progress, onhold,canceled, won,...)

    2017_2D00_09_2D00_22-13_5F00_18_5F00_19_2D00_Forums-_2D00_-Microsoft-Dynamics-CRM-_2D00_-Microsoft-Dynamics-CRM-_2D00_-Microsoft-Dynamics-Co.png

  • Verified answer
    Moh Helper Profile Picture
    250 on at

    Hi Ganesh,

    I think it's impossible to change the status because it's preset for this Entity. We can just change the status reason.

    Kr,

    Moh

  • Verified answer
    Somesh2207 Profile Picture
    1,563 on at

    No Ganesh,

    Unfortunately you cannot change the status or add new status in Opportunity. 

    But you can add more options to the status reason. For e.g., the Open Opportunity has only 2 status reason like below:

    22sep_5F00_4.png

    You can add more options and use this field (Status reason) rather than Status (state code).

    CRM provides Status reason for end users to customize and have their own values. Similarly you can have custom status reason for Won and Lost status as well.

    You can customize the status reason field using the Field editor like any other field.

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