Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Opportunity Close customisation

(0) ShareShare
ReportReport
Posted on by 445
Hi Guys Is there a way to customise the Opportunity Close entity? I want to add some options to the pull-down when Opportunity is lost. Thanks Paul

*This post is locked for comments

  • Paul Taylor Profile Picture
    Paul Taylor 445 on at
    Re: Re: Opportunity Close customisation
    That did the trick! Many thanks for the rapid response. Thanks Paul
  • a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    Re: Opportunity Close customisation

    This can be done trough customization:

    Open CRM - Settings - Customization - Customize entities - Open opportunity entity

    Open Attributes section and  open Status Reason attribute

    Add required Status Reasons

    Save Attribute

    Publish entity

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans