Adding values to "OpportunityCloseActivity"

I'd like to add more values for "Status Reason" for when my users close an
opportunity. However, the Close Activity is a popup window that I can't find
when I go to the system customization while logged in to MS CRM. Is there
anyway to add values to this?? I see the fields in Deployment Manager
(OpportunityCloseActivity/statuscode), but obviously I can't change anything
there.

Thank you very much for any help!

Simon
Fri Jul 08 11:32:19 CDT 2005

you can change status reasons for opportunities in the opportunity
customisation. Go to settings, system customisation, opportunities,
customise form, Administration, status reason, and Values.

Choose the Status you want more values for and add them here.
"toddritt" <toddritt@discussions.microsoft.com> wrote in message
news:1BE26A08-DFB6-4292-A5E1-E4F4D01E55CC@microsoft.com...
> I'd like to add more values for "Status Reason" for when my users close an
> opportunity. However, the Close Activity is a popup window that I can't
> find
> when I go to the system customization while logged in to MS CRM. Is there
> anyway to add values to this?? I see the fields in Deployment Manager
> (OpportunityCloseActivity/statuscode), but obviously I can't change
> anything
> there.
>
> Thank you very much for any help!

toddritt
Fri Jul 08 12:00:04 CDT 2005

That is for the status reason of the OPPORTUNITY, I need to edit the status
reason of the OpportunityCloseActivity (when you view an opportunity and
click "Actions/Close Opportunity," a window pops up for you to enter
Won/Lost, reason, revenue, etc. I want to add values for the Reason in that
popup field. The field is "statuscode" under "OpportunityCloseActivity" in
Deployment Manager. Help is appreciated. Thanks.

"Simon" wrote:

> you can change status reasons for opportunities in the opportunity
> customisation. Go to settings, system customisation, opportunities,
> customise form, Administration, status reason, and Values.
>
> Choose the Status you want more values for and add them here.
> "toddritt" <toddritt@discussions.microsoft.com> wrote in message
> news:1BE26A08-DFB6-4292-A5E1-E4F4D01E55CC@microsoft.com...
> > I'd like to add more values for "Status Reason" for when my users close an
> > opportunity. However, the Close Activity is a popup window that I can't
> > find
> > when I go to the system customization while logged in to MS CRM. Is there
> > anyway to add values to this?? I see the fields in Deployment Manager
> > (OpportunityCloseActivity/statuscode), but obviously I can't change
> > anything
> > there.
> >
> > Thank you very much for any help!
>
>
>

Chuck47
Fri Jul 08 12:10:01 CDT 2005

Hello Todd,

I had a similar experience with the Close Opportunity List. I wanted to add
two or three additional reasons for lost opportunity but was unable to. This
is not a standard customization.

I look forward to seeing if you get any good feedback to your request as
this has been an issue with me as well.

"toddritt" wrote:

> That is for the status reason of the OPPORTUNITY, I need to edit the status
> reason of the OpportunityCloseActivity (when you view an opportunity and
> click "Actions/Close Opportunity," a window pops up for you to enter
> Won/Lost, reason, revenue, etc. I want to add values for the Reason in that
> popup field. The field is "statuscode" under "OpportunityCloseActivity" in
> Deployment Manager. Help is appreciated. Thanks.
>
> "Simon" wrote:
>
> > you can change status reasons for opportunities in the opportunity
> > customisation. Go to settings, system customisation, opportunities,
> > customise form, Administration, status reason, and Values.
> >
> > Choose the Status you want more values for and add them here.
> > "toddritt" <toddritt@discussions.microsoft.com> wrote in message
> > news:1BE26A08-DFB6-4292-A5E1-E4F4D01E55CC@microsoft.com...
> > > I'd like to add more values for "Status Reason" for when my users close an
> > > opportunity. However, the Close Activity is a popup window that I can't
> > > find
> > > when I go to the system customization while logged in to MS CRM. Is there
> > > anyway to add values to this?? I see the fields in Deployment Manager
> > > (OpportunityCloseActivity/statuscode), but obviously I can't change
> > > anything
> > > there.
> > >
> > > Thank you very much for any help!
> >
> >
> >

Matt
Fri Jul 08 14:09:02 CDT 2005

Have you TRIED following these directions? If you did, you would see that
changing the list on the main form will change the list on the dialog as well.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Fri, 8 Jul 2005 10:00:04 -0700, "toddritt"
<toddritt@discussions.microsoft.com> wrote:

That is for the status reason of the OPPORTUNITY, I need to edit the status
reason of the OpportunityCloseActivity (when you view an opportunity and
click "Actions/Close Opportunity," a window pops up for you to enter
Won/Lost, reason, revenue, etc. I want to add values for the Reason in that
popup field. The field is "statuscode" under "OpportunityCloseActivity" in
Deployment Manager. Help is appreciated. Thanks.

"Simon" wrote:

> you can change status reasons for opportunities in the opportunity
> customisation. Go to settings, system customisation, opportunities,
> customise form, Administration, status reason, and Values.
>
> Choose the Status you want more values for and add them here.
> "toddritt" <toddritt@discussions.microsoft.com> wrote in message
> news:1BE26A08-DFB6-4292-A5E1-E4F4D01E55CC@microsoft.com...
> > I'd like to add more values for "Status Reason" for when my users close an
> > opportunity. However, the Close Activity is a popup window that I can't
> > find
> > when I go to the system customization while logged in to MS CRM. Is there
> > anyway to add values to this?? I see the fields in Deployment Manager
> > (OpportunityCloseActivity/statuscode), but obviously I can't change
> > anything
> > there.
> >
> > Thank you very much for any help!
>
>
>

toddritt
Fri Jul 08 14:29:04 CDT 2005

Ok, just now I changed (added) values for Opportunities/Administration/Status
Reason through the system customization area. I added about 7 values and
published the changes. These values now show up under
Opportunities/Administration, but that is not what I'm looking for. When I'm
viewing an opportunity and I click Actions/Close Opportunity, a Close
Opportunity dialog box pops up. If the Status radio button is set to "Won,"
I can only have "Won" in the Status Reason drop-down box directly below it.
If the Status radio button is set to "Lost," I can only have "Cancelled" or
"Out-Sold" in the Status Reason drop-down box. I want to add values to the
drop down box when we lose an opportunity. So changing
Opportunities/Administration/Status only affected the field it was supposed
to, not the OpportunityCloseActivity field that I want it to.

Thanks for help.

"Matt Parks" wrote:

> Have you TRIED following these directions? If you did, you would see that
> changing the list on the main form will change the list on the dialog as well.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Fri, 8 Jul 2005 10:00:04 -0700, "toddritt"
> <toddritt@discussions.microsoft.com> wrote:
>
> That is for the status reason of the OPPORTUNITY, I need to edit the status
> reason of the OpportunityCloseActivity (when you view an opportunity and
> click "Actions/Close Opportunity," a window pops up for you to enter
> Won/Lost, reason, revenue, etc. I want to add values for the Reason in that
> popup field. The field is "statuscode" under "OpportunityCloseActivity" in
> Deployment Manager. Help is appreciated. Thanks.
>
> "Simon" wrote:
>
> > you can change status reasons for opportunities in the opportunity
> > customisation. Go to settings, system customisation, opportunities,
> > customise form, Administration, status reason, and Values.
> >
> > Choose the Status you want more values for and add them here.
> > "toddritt" <toddritt@discussions.microsoft.com> wrote in message
> > news:1BE26A08-DFB6-4292-A5E1-E4F4D01E55CC@microsoft.com...
> > > I'd like to add more values for "Status Reason" for when my users close an
> > > opportunity. However, the Close Activity is a popup window that I can't
> > > find
> > > when I go to the system customization while logged in to MS CRM. Is there
> > > anyway to add values to this?? I see the fields in Deployment Manager
> > > (OpportunityCloseActivity/statuscode), but obviously I can't change
> > > anything
> > > there.
> > >
> > > Thank you very much for any help!
> >
> >
> >
>
>

Matt
Fri Jul 08 14:45:20 CDT 2005

and when you added the values, did you first change the status at the top of
that page to "Lost"?

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Fri, 8 Jul 2005 12:29:04 -0700, "toddritt"
<toddritt@discussions.microsoft.com> wrote:

Ok, just now I changed (added) values for Opportunities/Administration/Status
Reason through the system customization area. I added about 7 values and
published the changes. These values now show up under
Opportunities/Administration, but that is not what I'm looking for. When I'm
viewing an opportunity and I click Actions/Close Opportunity, a Close
Opportunity dialog box pops up. If the Status radio button is set to "Won,"
I can only have "Won" in the Status Reason drop-down box directly below it.
If the Status radio button is set to "Lost," I can only have "Cancelled" or
"Out-Sold" in the Status Reason drop-down box. I want to add values to the
drop down box when we lose an opportunity. So changing
Opportunities/Administration/Status only affected the field it was supposed
to, not the OpportunityCloseActivity field that I want it to.

Thanks for help.

"Matt Parks" wrote:

> Have you TRIED following these directions? If you did, you would see that
> changing the list on the main form will change the list on the dialog as well.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Fri, 8 Jul 2005 10:00:04 -0700, "toddritt"
> <toddritt@discussions.microsoft.com> wrote:
>
> That is for the status reason of the OPPORTUNITY, I need to edit the status
> reason of the OpportunityCloseActivity (when you view an opportunity and
> click "Actions/Close Opportunity," a window pops up for you to enter
> Won/Lost, reason, revenue, etc. I want to add values for the Reason in that
> popup field. The field is "statuscode" under "OpportunityCloseActivity" in
> Deployment Manager. Help is appreciated. Thanks.
>
> "Simon" wrote:
>
> > you can change status reasons for opportunities in the opportunity
> > customisation. Go to settings, system customisation, opportunities,
> > customise form, Administration, status reason, and Values.
> >
> > Choose the Status you want more values for and add them here.
> > "toddritt" <toddritt@discussions.microsoft.com> wrote in message
> > news:1BE26A08-DFB6-4292-A5E1-E4F4D01E55CC@microsoft.com...
> > > I'd like to add more values for "Status Reason" for when my users close an
> > > opportunity. However, the Close Activity is a popup window that I can't
> > > find
> > > when I go to the system customization while logged in to MS CRM. Is there
> > > anyway to add values to this?? I see the fields in Deployment Manager
> > > (OpportunityCloseActivity/statuscode), but obviously I can't change
> > > anything
> > > there.
> > >
> > > Thank you very much for any help!
> >
> >
> >
>
>

toddritt
Fri Jul 08 14:58:02 CDT 2005

Ah, ha. Thanks Matt. I never even saw that drop down (since I had never
seen it on any of the other customize form windows). Thanks to Simon too. I
appreciate it.

"Matt Parks" wrote:

> and when you added the values, did you first change the status at the top of
> that page to "Lost"?
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Fri, 8 Jul 2005 12:29:04 -0700, "toddritt"
> <toddritt@discussions.microsoft.com> wrote:
>
> Ok, just now I changed (added) values for Opportunities/Administration/Status
> Reason through the system customization area. I added about 7 values and
> published the changes. These values now show up under
> Opportunities/Administration, but that is not what I'm looking for. When I'm
> viewing an opportunity and I click Actions/Close Opportunity, a Close
> Opportunity dialog box pops up. If the Status radio button is set to "Won,"
> I can only have "Won" in the Status Reason drop-down box directly below it.
> If the Status radio button is set to "Lost," I can only have "Cancelled" or
> "Out-Sold" in the Status Reason drop-down box. I want to add values to the
> drop down box when we lose an opportunity. So changing
> Opportunities/Administration/Status only affected the field it was supposed
> to, not the OpportunityCloseActivity field that I want it to.
>
> Thanks for help.
>
> "Matt Parks" wrote:
>
> > Have you TRIED following these directions? If you did, you would see that
> > changing the list on the main form will change the list on the dialog as well.
> >
> > Matt Parks
> > MVP - Microsoft CRM
> >
> > ----------------------------------------
> > ----------------------------------------
> > On Fri, 8 Jul 2005 10:00:04 -0700, "toddritt"
> > <toddritt@discussions.microsoft.com> wrote:
> >
> > That is for the status reason of the OPPORTUNITY, I need to edit the status
> > reason of the OpportunityCloseActivity (when you view an opportunity and
> > click "Actions/Close Opportunity," a window pops up for you to enter
> > Won/Lost, reason, revenue, etc. I want to add values for the Reason in that
> > popup field. The field is "statuscode" under "OpportunityCloseActivity" in
> > Deployment Manager. Help is appreciated. Thanks.
> >
> > "Simon" wrote:
> >
> > > you can change status reasons for opportunities in the opportunity
> > > customisation. Go to settings, system customisation, opportunities,
> > > customise form, Administration, status reason, and Values.
> > >
> > > Choose the Status you want more values for and add them here.
> > > "toddritt" <toddritt@discussions.microsoft.com> wrote in message
> > > news:1BE26A08-DFB6-4292-A5E1-E4F4D01E55CC@microsoft.com...
> > > > I'd like to add more values for "Status Reason" for when my users close an
> > > > opportunity. However, the Close Activity is a popup window that I can't
> > > > find
> > > > when I go to the system customization while logged in to MS CRM. Is there
> > > > anyway to add values to this?? I see the fields in Deployment Manager
> > > > (OpportunityCloseActivity/statuscode), but obviously I can't change
> > > > anything
> > > > there.
> > > >
> > > > Thank you very much for any help!
> > >
> > >
> > >
> >
> >
>
>

ccognetta
Thu Apr 27 12:51:02 CDT 2006

How can this be done in MSCRM 3.0? I see from the post date this must be 1.2
as "VALUES" doesn't exist in the my 3.0 screen.

"Matt Parks" wrote:

> and when you added the values, did you first change the status at the top of
> that page to "Lost"?
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Fri, 8 Jul 2005 12:29:04 -0700, "toddritt"
> <toddritt@discussions.microsoft.com> wrote:
>
> Ok, just now I changed (added) values for Opportunities/Administration/Status
> Reason through the system customization area. I added about 7 values and
> published the changes. These values now show up under
> Opportunities/Administration, but that is not what I'm looking for. When I'm
> viewing an opportunity and I click Actions/Close Opportunity, a Close
> Opportunity dialog box pops up. If the Status radio button is set to "Won,"
> I can only have "Won" in the Status Reason drop-down box directly below it.
> If the Status radio button is set to "Lost," I can only have "Cancelled" or
> "Out-Sold" in the Status Reason drop-down box. I want to add values to the
> drop down box when we lose an opportunity. So changing
> Opportunities/Administration/Status only affected the field it was supposed
> to, not the OpportunityCloseActivity field that I want it to.
>
> Thanks for help.
>
> "Matt Parks" wrote:
>
> > Have you TRIED following these directions? If you did, you would see that
> > changing the list on the main form will change the list on the dialog as well.
> >
> > Matt Parks
> > MVP - Microsoft CRM
> >
> > ----------------------------------------
> > ----------------------------------------
> > On Fri, 8 Jul 2005 10:00:04 -0700, "toddritt"
> > <toddritt@discussions.microsoft.com> wrote:
> >
> > That is for the status reason of the OPPORTUNITY, I need to edit the status
> > reason of the OpportunityCloseActivity (when you view an opportunity and
> > click "Actions/Close Opportunity," a window pops up for you to enter
> > Won/Lost, reason, revenue, etc. I want to add values for the Reason in that
> > popup field. The field is "statuscode" under "OpportunityCloseActivity" in
> > Deployment Manager. Help is appreciated. Thanks.
> >
> > "Simon" wrote:
> >
> > > you can change status reasons for opportunities in the opportunity
> > > customisation. Go to settings, system customisation, opportunities,
> > > customise form, Administration, status reason, and Values.
> > >
> > > Choose the Status you want more values for and add them here.
> > > "toddritt" <toddritt@discussions.microsoft.com> wrote in message
> > > news:1BE26A08-DFB6-4292-A5E1-E4F4D01E55CC@microsoft.com...
> > > > I'd like to add more values for "Status Reason" for when my users close an
> > > > opportunity. However, the Close Activity is a popup window that I can't
> > > > find
> > > > when I go to the system customization while logged in to MS CRM. Is there
> > > > anyway to add values to this?? I see the fields in Deployment Manager
> > > > (OpportunityCloseActivity/statuscode), but obviously I can't change
> > > > anything
> > > > there.
> > > >
> > > > Thank you very much for any help!
> > >
> > >
> > >
> >
> >
>
>

Sam
Mon Mar 12 13:29:08 CDT 2007

These rules apply to CRM 3.0 as well. I just did this by going to Settings ->
Customization -> Customize Entity -> Opportunity -> Attributes -> statuscode
(Status Reason) -> Change 'state' to Lost -> add your values.

"ccognetta" wrote:

> How can this be done in MSCRM 3.0? I see from the post date this must be 1.2
> as "VALUES" doesn't exist in the my 3.0 screen.
>
> "Matt Parks" wrote:
>
> > and when you added the values, did you first change the status at the top of
> > that page to "Lost"?
> >
> > Matt Parks
> > MVP - Microsoft CRM
> >
> > ----------------------------------------
> > ----------------------------------------
> > On Fri, 8 Jul 2005 12:29:04 -0700, "toddritt"
> > <toddritt@discussions.microsoft.com> wrote:
> >
> > Ok, just now I changed (added) values for Opportunities/Administration/Status
> > Reason through the system customization area. I added about 7 values and
> > published the changes. These values now show up under
> > Opportunities/Administration, but that is not what I'm looking for. When I'm
> > viewing an opportunity and I click Actions/Close Opportunity, a Close
> > Opportunity dialog box pops up. If the Status radio button is set to "Won,"
> > I can only have "Won" in the Status Reason drop-down box directly below it.
> > If the Status radio button is set to "Lost," I can only have "Cancelled" or
> > "Out-Sold" in the Status Reason drop-down box. I want to add values to the
> > drop down box when we lose an opportunity. So changing
> > Opportunities/Administration/Status only affected the field it was supposed
> > to, not the OpportunityCloseActivity field that I want it to.
> >
> > Thanks for help.
> >
> > "Matt Parks" wrote:
> >
> > > Have you TRIED following these directions? If you did, you would see that
> > > changing the list on the main form will change the list on the dialog as well.
> > >
> > > Matt Parks
> > > MVP - Microsoft CRM
> > >
> > > ----------------------------------------
> > > ----------------------------------------
> > > On Fri, 8 Jul 2005 10:00:04 -0700, "toddritt"
> > > <toddritt@discussions.microsoft.com> wrote:
> > >
> > > That is for the status reason of the OPPORTUNITY, I need to edit the status
> > > reason of the OpportunityCloseActivity (when you view an opportunity and
> > > click "Actions/Close Opportunity," a window pops up for you to enter
> > > Won/Lost, reason, revenue, etc. I want to add values for the Reason in that
> > > popup field. The field is "statuscode" under "OpportunityCloseActivity" in
> > > Deployment Manager. Help is appreciated. Thanks.
> > >
> > > "Simon" wrote:
> > >
> > > > you can change status reasons for opportunities in the opportunity
> > > > customisation. Go to settings, system customisation, opportunities,
> > > > customise form, Administration, status reason, and Values.
> > > >
> > > > Choose the Status you want more values for and add them here.
> > > > "toddritt" <toddritt@discussions.microsoft.com> wrote in message
> > > > news:1BE26A08-DFB6-4292-A5E1-E4F4D01E55CC@microsoft.com...
> > > > > I'd like to add more values for "Status Reason" for when my users close an
> > > > > opportunity. However, the Close Activity is a popup window that I can't
> > > > > find
> > > > > when I go to the system customization while logged in to MS CRM. Is there
> > > > > anyway to add values to this?? I see the fields in Deployment Manager
> > > > > (OpportunityCloseActivity/statuscode), but obviously I can't change
> > > > > anything
> > > > > there.
> > > > >
> > > > > Thank you very much for any help!
> > > >
> > > >
> > > >
> > >
> > >
> >
> >

MikeShaw
Fri May 30 07:04:00 CDT 2008

I want to hack and change the state code label from 'Lost' to 'Other'. Is
anyone aware of any risk to the underlying metadata?

"toddritt" wrote:

> I'd like to add more values for "Status Reason" for when my users close an
> opportunity. However, the Close Activity is a popup window that I can't find
> when I go to the system customization while logged in to MS CRM. Is there
> anyway to add values to this?? I see the fields in Deployment Manager
> (OpportunityCloseActivity/statuscode), but obviously I can't change anything
> there.
>
> Thank you very much for any help!