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Customer experience | Sales, Customer Insights,...
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How do I change the Status Reason on Opportunity Close in Sales Hub? What am I missing?

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Posted on by 9

Hi,
I am wondering if anyone experienced something simillar and knows how to get this to work:


I am trying to change the options that appear when I select "Close
as lost" on the Opportunity view. There seems to be no easy way to do
it, so I followed a guide - it advised me to make the changes by going
into the classic view and altering it there (Advanced settings ->
customizations -> customize system -> Opportunity -> fields
-> status reason).


r/Dynamics365 - How do I change the Status Reason on Opportunity Close in Sales Hub? Running into an issue.

 

I think it looks correct? But after saving and publishing the changes I still cannot see the new option I have added:



r/Dynamics365 - How do I change the Status Reason on Opportunity Close in Sales Hub? Running into an issue.

 


Any idea why it doesn't work? Am I doing something wrong?

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  • Suggested answer
    LM-13011028-0 Profile Picture
    LM-13011028-0 9 on at
    How do I change the Status Reason on Opportunity Close in Sales Hub? What am I missing?
    There are two fields called Status Reason. I was trying to update the wrong thing. Had to add the custom names to "opportunitystatuscode" for Opportunity Close
  • LM-13011028-0 Profile Picture
    LM-13011028-0 9 on at
    How do I change the Status Reason on Opportunity Close in Sales Hub? What am I missing?
     
    In here? The settings for this seem to be greyed out.
     
    I do have "Customize close opportunity form" set to "Yes"
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 9,308 Super User 2024 Season 1 on at
    How do I change the Status Reason on Opportunity Close in Sales Hub? What am I missing?
    Have you added same options on opportunity close entity status field?
     

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