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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Opportunity Close Enti...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Opportunity Close Entity, Customized status reasons for won / close

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Posted on by MarkusG365 84

Hi Experts!

I want to change to the quick create opportunity close form. So far, ok. 

I struggle with our customized status reasons of the standard close form of the opportuniy as "won" or "lost".

The quick create option set does not show all reasons, which we added and especially not the reasons for "won".

Do you have an idea how to solve this question?

Thank you,

Markus

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  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi Markus,

    The problem in this case is about the concept and relationship between "Status" and "Status Reason". Here is a document that explains the concept and relationship of " Status " and " Status Reason ".

    Define status reason transitions in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

     pastedimage1647597267693v1.png

    Here is my solution to solve the case.

    Step 1: Go to Settings > Customizations. Select Customize the System.

    Step 2: In the solution explorer, in the left navigation pane, expand Entities, expand the Opportunity entity, and then double-click Fields.

    Step 3: Open the statuscode (Status Reason) field.

     0005.png

     

    Step 4: In the Select Status Reason dialog box, add List Value you want in specified state.

     2806.png

     4807.png

     

    You can select Default Value which you want.

     2526.png

     

    Step 5: Publish and check.

     8512.png

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