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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Opportunity Close cust...
Microsoft Dynamics CRM (Archived)

Opportunity Close customisation

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Posted on by Paul Taylor 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

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  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    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

  • Paul Taylor Profile Picture
    Paul Taylor 445 on at
    That did the trick! Many thanks for the rapid response. Thanks Paul

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