Thursday, March 20, 2014

MSCRM: Changing the Option Set for Status Reason in Opportunity Close

Ok, so you just lost a Sales Opportunity and are closing the Opportunity as Lost:


The problem is your only choices for why you lost (Status Reason) are Canceled or Out-Sold.  Suppose it's not either of the two, or you want something more specific?  You can edit these options, here's how:

1. Go to Settings ==> Customizations ==> Customize the System

2. Expand the Opportunity Entity, click Fileds, and edit statuscode:




3. Change the Status to "Lost" :


4.  Edit the Options:



5. Save and Close
6. PUBLISH all customizations

N'joy!


3 comments:

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