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Super User
Super User

Customizing opportunity close form

I'm customizing opportunity close form, as documented here: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience

 

I have added new status reasons for won and lost on the opportunity entity. but when I close an opportunity using the new quick create form, I don't see my new options. What am i missing?

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Accepted Solutions
Super User
Super User

What I was missing was the opportunitystatuscode field on opportunity close. If you add new options to the status reason of opportunity, you must also add those same options (with the same value code) to the opportunity close entity opportunitystatuscode field. Then it will work as expected.

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1 REPLY 1
Super User
Super User

What I was missing was the opportunitystatuscode field on opportunity close. If you add new options to the status reason of opportunity, you must also add those same options (with the same value code) to the opportunity close entity opportunitystatuscode field. Then it will work as expected.

View solution in original post

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