A large construction company uses Dynamics 365 Sales to manage their sales pipeline. All future jobs are logged in the system as opportunities…

Understanding the Statuscode and Statecode Columns:

In Dynamics 365 Sales, opportunities have two primary columns related to their status: statecode

and statuscode.

The statecode defines the primary state of an opportunity (e.g., Open, Won, Lost).

The statuscode provides more granular reasons associated with each primary state. For example,

within the "Open" state, you can have various reasons such as "In Progress," "On Hold," etc.

Reference: Microsoft Documentation - Statecode and Statuscode in Dynamics 365

Modifying Status Reasons for Open Opportunities:

The construction company wants to indicate when opportunities are delayed due to specific external

factors. To accommodate this, they need specific status reasons like "Pending Permits" and "Asbestos

Removal."

By adding these as status reasons under the "Open" state, you enable sales team members to select

these options directly from their current status options.

Reference: Microsoft Documentation - Customize Status Reasons for Opportunity

Steps to Add New Status Reasons to Open Opportunities:

Navigate to Solution: Go to the Dynamics 365 Sales app, then to Settings > Customizations >

Customize the System.

Locate the Opportunity Entity: In the default solution, find and expand the "Entities" list, then select

"Opportunity."

Edit Statuscode Values: Within the "Opportunity" entity, select "Fields," then find and edit the

statuscode field. Here, you can add new options under the "Open" status. Add "Pending Permits" and

"Asbestos Removal."

Publish the Changes: After adding and saving the new status reasons, publish the changes so that

they are available to users.

Verifying Custom Status Reason Visibility:

Ensure the new options are available on the Opportunity form for selection.

Test by opening an Opportunity and confirming that the "Pending Permits" and "Asbestos Removal"

options are available under the Open status reasons.

Reference: Microsoft Documentation - Publishing Customizations in Dynamics 365

By following these steps, the sales team can now use specific status reasons to indicate why certain

opportunities are delayed, providing clearer visibility into the sales pipeline's status.