Customizing Opportunity Drop list - Please Help!

[gard0128]

I am making customizations to the opportunities section of CRM.

I have no problem making changes to the two main tabs ("general" and "administration").

The problem is when I attempt to make an addition to the "status reasons" drop list, that pertain to the "won" and "lost" radio buttons (this area is accessed when you choose "actions" "close opportunity" from within an opportunity). I cannot determine how to access this screen to make adjustments.

Could someone give me some insight on how to do this.

Your help is greatly appreciated.

Gary

 

[nahis]

I gave up figuring how to do this and just did it via script. Here's an example - use at your own discretion:

delete from stringmap where objecttypecode = 3 and attributevalue = 6
insert into stringmap (objecttypecode, AttributeName, attributevalue, langid,
organizationid, value, displayorder)
values (3, 'statuscode', 6, 1033,
'0AD5CD5C-7487-449A-915C-5C5BEED1CD3B','No Decision',6)

delete from statusmap where objecttypecode = 3 and status = 6
insert into statusmap (objecttypecode, organizationid, state, status, isdefault)
values (3,'0AD5CD5C-7487-449A-915C-5C5BEED1CD3B',2,6,0)

 

[nahis]

I found the right way to do this:

1. Navigate to Settings | System Customization.

2. Select the Leads option under the Record Management section.

3. Select the Customize Form option.

4. Select the Administration tab.

5. Highlight the Status Reason field and click the Change Properties option.

6. Select the Values tab and choose Disqualified from the Status pick list.

7. Click the Add button to add any additional reasons to the picklist.

8. Click the OK button and Save the changes to the form.

9. Go to Deployment Manager (Start | Programs | Microsoft CRM | Deployment Manager). Once in Deployment Manager right click on Deployment Manager and choose All Tasks and then choose Publish Customization.

10. Choose the objects you want to publish and select Next.

11. Add the Microsoft CRM server where you are going to publish the changes to and select Finish.

12. Once the changes have been applied you will need to reset IIS. Go to Start | Run and type iisreset.

13. Now your additional values will be available in Microsoft CRM.