688
Good Morning,
I have the CRM ON Line and I need and in the Quotation I have the Status Drafts, Active, Win, Closed is it possible to change the name of the Closed to Lost status?
Tank You
*This post is locked for comments
That was great
Hello Wei,
Worked on CRM 365, incredible, thank you very much.
Tanks
Hi,
follow below steps to change the quote status.
Remember save a backup before proceed with this. Happy 365
Example of code as follows:
UpdateStateValueRequest updateStateValue = new UpdateStateValueRequest
{
AttributeLogicalName = "statecode",
EntityLogicalName = Contact.EntityLogicalName,
Value = 1,
Label = new Label("Open", _languageCode)
};
// Execute the request.
service.Execute(updateStateValue);
on quote you already have Lost status reason, on Closed status
Hi,
The Statecode fields are static, which means that you cannot change them using the interface.
The values are as follows (shown in this link):
technet.microsoft.com/.../dn531157.aspx
You can change the Status code labels if you want using the User Interface (by modifying the Status Reason (statuscode) attribute).
You should be able to change the State Code using the SDK and C#. See the link below to change the State code:
msdn.microsoft.com/.../microsoft.xrm.sdk.messages.updatestatevaluerequest.aspx
Hope this helps.
Hello,
Tanks for your reply, Neither via plug-in?
Hi,
You cannot change status text but you can change Status Reason.
When quote status = Closed, you can create / Change new status reason = Lost.
I think You can change the status Reason, not status
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (