You manage Dynamics 365 environments for client organizations. A client suspects they are losing business. The client must be able to capture reasons each time an opportunity is lost. You need to…

The correct answer is A. Opportunity status reason. Status Reason field on both the Opportunity and the Opportunity Close entities needs to be updated. If you update Opp and not Opp Close, the new value will not appear in the picklist of the Opp Close dialog. Since you can't select both A and D, it can only be A, because at…

Manage core sales tables

Question

You manage Dynamics 365 environments for client organizations. A client suspects they are losing business. The client must be able to capture reasons each time an opportunity is lost. You need to configure Dynamics 365 to ensure that you can capture the required information. Which field should you configure?

Options

AOpportunity status reason
BOpportunity close status
COpportunity status
DOpportunity close status reason

How the community answered

(17 responses)

A
71% (12)
B
6% (1)
C
18% (3)
D
6% (1)

Explanation

Status Reason field on both the Opportunity and the Opportunity Close entities needs to be updated. If you update Opp and not Opp Close, the new value will not appear in the picklist of the Opp Close dialog. Since you can't select both A and D, it can only be A, because at least you could update Opp Status Reason and add that field to the form to manually update it.

Topics

#opportunity close#status reason#lost opportunity#win/loss tracking

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