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    I have been at my company for just a couple of months and I am learning Dynamics on the fly.

    In our Opportunities, we have a field called "Opportunity Stage" and it has a drop-down menu where you can choose one of the options. I have been asked to add an option to that drop-down menu. Can anyone help with that?

    I apologize if this is a really basic question.

    Thanks

    Wednesday, June 5, 2013 3:39 PM

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    As an administrator...

    Settings -> Customizations -> Customize the System

    Expand Entities -> Expand Opportunity

    Select Fields -> Find the field and double click

    You should be able to add items here

    Save and Close

    Click back on Opportunity on the left

    Click Publish

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Wednesday, June 5, 2013 4:00 PM
    Moderator
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    On the opportunity form go to the customization tab. Then select customize the form, after that double click on the desired field (the optionset field you want to add new values). Then go to the third tab and then select the edit. At the opened form you will see the values and you could add new values or edit them. Then save all the changes and publish the customizations.


    My Weblog | My Website

    Wednesday, June 5, 2013 4:00 PM
    Moderator

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    As an administrator...

    Settings -> Customizations -> Customize the System

    Expand Entities -> Expand Opportunity

    Select Fields -> Find the field and double click

    You should be able to add items here

    Save and Close

    Click back on Opportunity on the left

    Click Publish

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Wednesday, June 5, 2013 4:00 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote
    On the opportunity form go to the customization tab. Then select customize the form, after that double click on the desired field (the optionset field you want to add new values). Then go to the third tab and then select the edit. At the opened form you will see the values and you could add new values or edit them. Then save all the changes and publish the customizations.


    My Weblog | My Website

    Wednesday, June 5, 2013 4:00 PM
    Moderator