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Disable status reason in close opportunity dialog form in crm 2011 RRS feed

  • Question

  • Hi,

    Is it possible to disable the status reason field and change the 'outsold' option as default when we click the close as lost button. Please share your suggestions.


    Arun Kumar G

    Sunday, November 10, 2013 9:34 AM

All replies

  • Hi Minal,

    How can we disable the fields using plugin and change the default option. Is it possible or you suggesting the whole logic to replace by plugin/workflow.


    Arun Kumar G

    Monday, November 11, 2013 6:15 AM
  • Hi Arun,
    Just update the Status Reason field properties in opportunity entity.
    Set the default value as "Out-Sold" for the status "Lost". 
    The same should reflect in the close opportunity screen. 


    Chandan - http://mscrm-chandan.blogspot.in/ I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful !!!

    Monday, November 11, 2013 6:35 AM
  • Hi Arun,
    There is no supported way to set a field as read only on close opportunity form.
    There is an unsupported way, you can edit the "dlg_closeopp.aspx" page which is under "\SFA\opps" and set any field as read only. 

    Go though the below post. 
    http://social.microsoft.com/Forums/en-US/e078d4e5-88c4-48cb-9d22-1eed3c06fe6e/customizing-the-close-opportunity-in-crm-40

    Chandan - http://mscrm-chandan.blogspot.in/ I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful !!!

    Monday, November 11, 2013 6:43 AM