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Customer experience | Sales, Customer Insights,...
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Dynamics CRM OOB feature for status and status reason is not working

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Hi,

I have created a custom entity and placed OOB Status and Status Reason option set fields on the form When the user manually select Status: active then in the Status Reason field is filtering and the active option is available to select, But when the user is selecting Status: inactive, then Staus reason field still hold active it's not filtering it.
It should filter it and show the only an inactive option to select. 

Example: Status : Active, Inactive

Status Reason: For Status Active: Open, In progress

                           For Status Inactive: Completed, Canceled

I have tried this in the latest Microsoft Dynamics 365, 2019 release wave 2 enabled, Server version: 9.1.0000.14759

Please kindly help with it. Thanks!

  • Community Member Profile Picture
    on at
    RE: Dynamics CRM OOB feature for status and status reason is not working

    Thank you, But I don't require status transitions.

    When i select status option then status reason should get filtered based on status selection.  But this is not working, its OOB feature.

  • Suggested answer
    Marco.P Profile Picture
    2,405 on at
    RE: Dynamics CRM OOB feature for status and status reason is not working

    Hi,

    I assume you've already tried with the status transitions right ?

    docs.microsoft.com/.../define-status-reason-transitions

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