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Microsoft Dynamics CRM (Archived)

Status in Opportunity

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 ?

*This post is locked for comments

  • Verified answer
    Somesh2207 Profile Picture
    Somesh2207 1,563 on at
    RE: Status in Opportunity

    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.

  • Verified answer
    Moh Helper Profile Picture
    Moh Helper 250 on at
    RE: Status in Opportunity

    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
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Status in Opportunity

    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

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