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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Oppotunity Closing - R...
Microsoft Dynamics CRM (Archived)

Oppotunity Closing - Reason Field

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Posted on by Community Member

Hi dear community,

I guess that is a rather simple problem, but I just don´t find the field.

When closing an opportunity as lost, there is a canonical interface where one can enter the reason, the label name is simply "description".

How can retrieve this data, or what is this field called?

THX alot massex

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  • Community Member Profile Picture
    Community Member on at
    RE: Oppotunity Closing - Reason Field

    I did a  quick Report with the wizard, it totally served my needs. THX for your help!

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: Oppotunity Closing - Reason Field

    A couple options:

    1. Make a report that pulls the Opp Closed details.

    2. Make a custom field on the Opp to capture the stuff you want, and then a workflow that runs on create of Opp Closed activity that writes the stuff you want to the custom field. Then you can update your normal Opp view with that custom field.  Won't keep history, but it doesn't sound like a driving issue for you.

  • Community Member Profile Picture
    Community Member on at
    RE: Oppotunity Closing - Reason Field

    So yes I see it in the activity log of the closed opp.

    But how can I list it?

    My goal would be to to list all closed/lost opps +this description (which was used as a reason for closing)

    Do you get me?

    THX m

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: Oppotunity Closing - Reason Field

    Look for an Activity Entity called Opportunity Close.  It's all on there.  It's a separate entity because it's technically possible to reopen and reclose an Opportunity, meaning you could have multiple closure reasons.

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