Skip to main content

Notifications

Announcements

Join us in the Community for an AMA: December 12th Register Today
News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Editing Status Reason ...
Customer experience | Sales, Customer Insights,...
Suggested answer

Editing Status Reason on Close form

(1) ShareShare
ReportReport
Posted on by MikeGutty 15

I have edited the Opportunity entity and for the Status Reason field I have edited the Out-sold option to read Withdrawn.

Also I have hidden the Actual Revenue field on the Close form.

Saved and then Published the changes, now when I go to Close as Lost, the field I have hidden doesn't appear but the options in the Reason option set haven't changed and I am still getting Out-sold as the default.

Been back in and checked and my changed are still saved.

Any ideas on how I get my changes to the option set to show.

Thanks Mike

  • Suggested answer
    elmaslouhi1 Profile Picture
    elmaslouhi1 185 on at
    RE: Editing Status Reason on Close form

    Strange, but I was able to do it by directly editing the entity

    2019_2D00_12_2D00_10_5F00_14h20_5F00_09.png

    2019_2D00_12_2D00_10_5F00_14h14_5F00_47.png

  • Suggested answer
    MikeGutty Profile Picture
    MikeGutty 15 on at
    RE: Editing Status Reason on Close form

    I have now found if you add the extra options by going into the Close form and edting the field it works from there rather than trying to do it directly in the entity

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Close as Lost Reason changes not showing

    Hi Mike,

    Could you provide some screenshot?

    This will help us understand your problem better.

  • PS Profile Picture
    PS 23,577 on at
    RE: Close as Lost Reason changes not showing

    I think you might have forgot to hit refresh.

  • MikeGutty Profile Picture
    MikeGutty 15 on at
    Close as Lost Reason changes not showing

    I have edited the Opportunity entity and for the Status Reason field I have edited the Out-sold option to read Withdrawn.

    Also I have hidden the Actual Revenue field on the Close form.

    Saved and then Published the changes, now when I go to Close as Lost, the field I have hidden doesn't appear but the options in the Reason option set haven't changed and I am still getting Out-sold as the default.

    Been back in and checked and my changed are still saved.

    Any ideas on how I get my changes to the option set to show.

    Thanks Mike

  • MikeGutty Profile Picture
    MikeGutty 15 on at
    RE: Editing Status Reason on Close form

    This is driving me mad - have now found that if you go into Advanced Settings - Settings - System(Administration) - System Setting, click on Sales Tab at top then scroll down to Customize close opportunity form there are Yes/No radio buttons, if you click on No then my new edited options show, but if you click on Yes they don't show. I need to have Yes selected as I have a lot of custom fields in my Opportunity entity.

    Absolutely stumped now :-(

  • MikeGutty Profile Picture
    MikeGutty 15 on at
    RE: Editing Status Reason on Close form

    One thing I have noticed is that is you close an opportunity as lost and select Out-sold when you use the Lost Opportunities view it shows as Withdrawn. It is as if the drop down on Opportunity Close hasn't refreshed.

  • MikeGutty Profile Picture
    MikeGutty 15 on at
    RE: Editing Status Reason on Close form

    I cannot edit Status Reason in the Opportunity Close entity

  • elmaslouhi1 Profile Picture
    elmaslouhi1 185 on at
    RE: Editing Status Reason on Close form

    Hi Mike,

    When you wanted to hide the Actual revenue field you went to the Opportunity Close Entity, you should do the exactly same thing with the status reason.

    you need to update the option in both the Opportunity and the Opportunity Close Entity.

    Hope I answered your question.

    Hamza

  • MikeGutty Profile Picture
    MikeGutty 15 on at
    RE: Editing Status Reason on Close form

    apologies for double post, got an error message and browser closed - I thought my first post was lost

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join us in the Community for an AMA: December 12th Register Today

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans