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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Searching for "St...
Customer experience | Sales, Customer Insights,...
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Searching for "Status reason" in opportunity table in Power Query

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Posted on by Cat_Car 115

Hello CRM community,

I am looking to find the "Status reason" in the opportunity table in Power Query. I imported the opportunities table, but nowhere I find the status reasons. Is it in another table? I looked up other tables, but not able to find it. Is the field name different?

Thank you for your help.

Cat

  • Cat_Car Profile Picture
    Cat_Car 115 on at
    RE: Searching for "Status reason" in opportunity table in Power Query

    Hello,

    Thank you for the steps. I imported the "opportunitycloses" table, but I do not find the data for the status reason. Here is what I have for the key word status in this table...opportunitystatuscode and statuscode, so I do not see data but only numbers (codes). I have passed through the 251 columns and there are columns with "records" or "tables" related, but cannot find anything related to status reason. Could the statuscode be related to another table that I would need to link?

  • Suggested answer
    Shawnsauve Profile Picture
    Shawnsauve 1,093 on at
    RE: Searching for "Status reason" in opportunity table in Power Query

    In Power Query, the "Status Reason" field for opportunities in Dynamics 365 is actually stored in a separate table called "OpportunityClose." This table contains information about the different reasons why an opportunity was closed, including the status reason.

    To access this information, you will need to perform a join between the "Opportunity" and "OpportunityClose" tables based on the "Opportunity ID" field. Here are the steps to do this:

    1. Open the Power Query Editor and select the "Opportunity" table.

    2. Click on the "Home" tab and select "Merge Queries" from the "Combine" group.

    3. In the "Merge" dialog box, select "OpportunityClose" as the second table to merge with.

    4. Select "Opportunity ID" as the common column between the two tables.

    5. Choose the type of join you want to perform (inner, left outer, right outer, or full outer).

    6. Click "OK" to merge the two tables.

    7. Expand the columns of the merged table to include the "Status Reason" field from the "OpportunityClose" table.

    Once you have completed these steps, you should be able to see the "Status Reason" field in your Power Query table for opportunities.

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Searching for "Status reason" in opportunity table in Power Query

    Hi,

    Please note the logical name and Schema name of the Status Reason are as follows.

    pastedimage1681092476977v1.png

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