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CRM 4 - Add additonal required fields to Sales>Opportunities

Posted on 2009-05-06
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Last Modified: 2013-11-24
Running CRM 4 and the sales manager would like to see a required field, drop box to be exact, to the Sales>Opportunity section.  (see ss1)

We would like this drop box to be titled Sales Cycle with the following fields:
Not Qualified Lead
Qualified Lead
Requirement Established
Demo (Pre-Sales)
On Confirmed Shortlist
Preferred Vendor /Negotiating
Contract/Client

So how can this be achieved?
ss1.png
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Question by:sknoll84
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crm_info earned 500 total points
ID: 24320153
It's fairly simple to do.  I recommend using the attribute called salesstagecode to accomplish this (the default name on a form will be Sales Stage - but you can change this name to meet the goals of your sales manager).  You can create a new, custom, field if you prefer - but what you're trying to do is what the Sales Stage field was intended for.  Here are the step-by-step instructions:
EDIT THE CRM ATTRIBUTE:
(1) In the Web version of CRM...
(2) Navigate to Settings | Customization | Customize Entities
(3) Navigate down to the Opportunity entity and double click
(4) Go to the Attributes area (using the left-nav)
(5) Scroll down to salesstagecode (in the Name column - it will say "Sales Stage" in the Display Name column) and double-click
(6) Change the Display Name to Sales Cycle
(7) Use the Add/Delete and Move Up/Move Down buttons to configure the Picklist options according to your above list.
(8) Save and Close
UPDATE THE FORM
(9) Still in the Opportunity entity, Navigate to the Forms and Views area (again using left-nav)
(10) Double-click on the item named "Form"
(11) Click the Section that you want your field to appear in (from your image, I assume this is the Estimated Revenue section).  When you click it, the section will appear with a green border around it.
(12) Click Add Fields
(13) Scroll through the list to find your Sales Cycle field (it is sorted by Display name by default) and check that field
(14) Click OK
(15) Position the field where you want within the section by using the 4 green arrows in the upper right-hand side of the screen
(16) Save and Close, Save and Close
(17) You should now see the list of entities that you saw back in step #3, navigate to the Opportunity entity and click the Publish button
All should now be working according to the specs you outlined above.
 
There are many other ways you can do this and you can get very sophisticated with automated sales tracking processes - but this is the simplest way and will give you what your Sales Mgr is asking for.  Let me know if it works out for you.
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by:sknoll84
ID: 24320478
I'm in the process of making this happen now, thanks for the so far so good instructions.

Can you please explain Value, after click Add in the picklist options? (see ss2)
ss2.png
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by:crm_info
ID: 24320523
Yep.
Value is a unique Index value that CRM assigns to each item in a picklist.  Unless you are referencing the field in client side code (javascript on the form) or using the SDK (i.e. VB or C# code that interfaces with CRM) you really don't need to worry too much about the Value.
One other area where you might need to worry about Value... if you create a picklist on a Lead and you want it to map to the same picklist on the Opportunity, then you need to make sure that the values between the two forms match.  That goes for any other mapped pick lists.
The more technical description is that Microsoft CRM stores these picklist values on a separate lookup table and stores only the Values in the actual table (I don't know the reason why ... but probably to cut down on the # of bits in each SQL row).  They do a pretty good job of making this transparent to the end user and to the developer - but there are a few "gotchas" as described above.
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by:crm_info
ID: 24340505
sknoll84,
Did the above information provide the solution you were looking for?  If so, can you go ahead and accept the answer?
Thanks.
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