web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Changing the Status of...
Microsoft Dynamics CRM (Archived)

Changing the Status of a lead when the lead qualifies

(0) ShareShare
ReportReport
Posted on by Mohd Tahir 676

I have noticed that once a lead qualifies, its status is set to qualified. I guess this happens because of an out of  the box system plugin. What I want to do is set the status of the lead to one of my own custom value like 'On-boarded' rather than qualified.  How could I achieve this?  

Any suggestions are most welcomed.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at

    Hi
    It is CRM OOB featured, Best way is you have to remove default qualify button and place custom button in the lead form

  • Mohd Tahir Profile Picture
    Mohd Tahir 676 on at

    And how am I going to do that? JavaScript?

  • Nithya Gopinath Profile Picture
    Nithya Gopinath 17,078 on at

    Hi,

    You could edit the option set Status Reason of Lead entity. 

    Go to Settings --> Customizations --> Customize the system --> Entities --> Lead --> Fields.

    Select the status reason field and the following window appears.

    8508.1.png

    You can edit the field here. Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    You could that but if you want you can use your own business process without using the Convert button. So with a workflow say when i change the status of a lead , to create an opportunity etc. Use workflows to do it without clicking the Qualify button.

  • Mohd Tahir Profile Picture
    Mohd Tahir 676 on at

    Hi,

    There is another field with name 'Status' which needs to be changed not 'Status reason'. Unfortunately that field isn't customizable out of the box.

  • Community Member Profile Picture
    Community Member on at

    Hi!

    I would like to recommend checking out Tenfold. Tenfold is a CTI solution that can integrate with over 150 phone systems seamlessly. Tenfold also offer features such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. They also offer MS Dynamics integration

    www.tenfold.com/.../dynamics

  • Community Member Profile Picture
    Community Member on at

    As Mohd specified, Status Reason is definitely not the field you are looking to change but Status instead. And you won't be able to change it with standard customization.  

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans