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Customizing Options for Closing Opportunities Records in Microsoft Dynamics CRM 4.0.

Posted on 2008-10-23
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Is it possible to customize the options for closing opportunity records in Microsoft Dynamics CRM 4.0? For example, I would like to have more options than just Won or Lost for the "Status" radio buttons, more options under "Status Reason," and perhaps add additional fields/information to the "Close Opportunity--Webpage Dialog."

What options are available for doing part or all of the aforementioned?
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Question by:rdracer58
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6 Comments
 
LVL 15

Expert Comment

by:WilyGuy
ID: 22813286
Status (statecode) is a read-only field.  It isn't a picklist, so it cannot be changed OOTB.
The option selected coordinates with the Status Reason (statuscode), and you can add additional Staude Reason to that attribute.

You'll need to Customize Opportunity and the StatusCode attribute.
Pick the Status that you want to add values to (Open, Won, or Lost) and then you can add to each picklist.

Save and Publish
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Author Comment

by:rdracer58
ID: 22814278
Excellent. Is there any way via the CRM 4.0 SDK or other means to edit the statecode to have additional options aside from won/lost (i.e. "On Hold" or "Under Management Review")? Or to use the SDK to add additional fields to the close opportunity dialog box?
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LVL 15

Expert Comment

by:WilyGuy
ID: 22814345
Understand that the StateCode is basically available when you are "Closing" an opportunity.

You could add another field that is for openStatus and make those picklist values available.  You could at least use Advanced Find on them at that point.  You could get really crazy and change the default views to add a flag so that you could eliminate those from most views....

There is no DeActivate or Disable for an Opportunity.
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Author Comment

by:rdracer58
ID: 22814800
And adding a field such as openStatus something done through the SDK or through the CRM system itself? I don't see any way to edit the Opportunity Close dialog box options within CRM itself.
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Accepted Solution

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WilyGuy earned 1500 total points
ID: 22815394
Right, it wouldn't be an addition to that dialog.  I don't know if it could be added through the SDK.  I was saying that the 2 examples you gave seemed to be non-close related, so you could track them through a customization to the Opportunity Form.
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Author Comment

by:rdracer58
ID: 22815918
I suppose my only remaining follow-up question is that is it at all possible to add, change, or otherwise customize anything on the Opportunity Close dialog box, aside from the Status Reason values?
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