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CRM 2013 - Can Custom Entities have statuses of Open / Won / Lost or similar? RRS feed

  • Question

  • Scenario 1: I need to make a custom entity called "Interview". There is a 1:N relationship between the Opportunity and the Interview. When an Opportunity is set to the (custom) Active status reason of "Selected for Interview Shortlist", a (first) Interview is created. If the Interview is "lost" then so is this Opportunity. In CRM 2011, custom entities could only have statues of Active or Inactive; I need a custom entity that has three statuses similar to the Opportunity (Open / Won / Lost) and associated status reasons.

    Scenario 1: In need to make a custom entity called "Expense Report".  There is a 1:N relationship between the Appointment and the Expense Report. Same as Scenario 1; I need a custom entity that has three statuses, but this time I need those statues to be Draft (not Open) / Approved (not Won) / Rejected (not Lost).

    Tuesday, December 24, 2013 6:22 PM