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Add option on a Opportunity close as lost

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Posted on by Community member

Hello,

When a opportunity is created you can close it as won or lost.

In my case when you close as lost you have somes values and on that values I need to add another values.

Now I have add the opportunity close, then I went to the field to add statut reason trying to add values.

Is there a stept that I have missed ?

Best regard,

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Leah Ju Microsoft Employee on at

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Add option on a Opportunity close as lost

Hi Partner,

Has the issue been resolved?

Have there been any updates? Please feel free to ask me any questions you may have!
If it has been resolved, can you mark the response as an answer?
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Leah Ju Microsoft Employee on at

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Add option on a Opportunity close as lost

Hi Partner,

Add more options unsr 'Status Reasons'?

The Opportunity entity has the following statuses, which aren’t customizable: Open, Won, Lost. However, you can add multiple status reasons corresponding to the Won and Lost statuses.

It is important to ensure that the custom status reasons added for Opportunity are also present in a special attribute of Opportunity Close entity with schema name "OpportunityStatusCode".

If you add custom values to a Status Reason field against a state (Won/Lost) in the Opportunity entity, you must add the same custom value to the special attribute OpportunityStatusCode on the Opportunity Close entity manually and vice versa.

https://learn.microsoft.com/en-us/dynamics365/sales/customize-opportunity-close-experience

Please refer to the following steps:

1.Opportunity > statuscode:

--Add new list value under 'Lost' status, copy value--100,000,000

2.Opportunity Close > opportunitystatuscode

There are two fields on Opportunity Close entity with display name as "Status Reason" but with schema names as statuscode and opportunitystatuscode.

It is important to note that custom status reasons should be added to the opportunitystatuscode attribute and not to the statuscode attribute.

Add new option with same value:

Save and publish all customizations.

Test:

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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