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Show the Description value from the Close Opportunity Codes associated with the Opportunity Status

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Posted on by Lama Khaled

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Hello Experts,

My client has requested the addition of a new close opportunity status, specifically /abandoned./ However, due to I can't update the option member on the option field, I've related the /abandoned/ status to the /Lost/ option within the close opportunity codes.

Now, I want to display the description of the selected close opportunity codes on the Opportunity Card, and then on the Opportunity List.

This will enable our client to filter opportunities based on the description and easily identify those that have been closed due to abandonment.

I need your expertise to do this, please.

Categories:

Financial Management

Opportunity Management

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Lama Khaled 84 on at

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Show the Description value from the Close Opportunity Codes associated with the Opportunity Status

Hi, I want to add another option "Abandoned" to the options field "Type" that have two option Won and Lost on the "Close Opportunity Code table".

But because I can't extend this option field to add a new "Abandoned" option on this "type" field, I've related the "abandoned" as a description to the "Lost" type within the close opportunity codes.

Now, I need to show this description on the opportunity card.
All I mean is I have attached photos to see what I want, please help me with that.
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YUN ZHU 68,842 Super User 2024 Season 2 on at

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Show the Description value from the Close Opportunity Codes associated with the Opportunity Status

Hi, This field is of Enum type and you can extend it.

More details: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-extensible-enums

Hope this helps.

Thanks.

ZHU

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