Status and Status Reason

Status

Most record types in CRM can be deactivated by changing the status. Many records have two status values such as:

  • Active
  • Inactive

But some three status values, for example, Leads can be:

  • Open
  • Qualified
  • Disqualified

Custom entities have two status values of Active and Inactive.

Status Reason

Each status has one or more status reasons. The available status reasons varies with the record type. Looking at Leads, the status and status reason combinations are as shown in the table:

Lead Status and Status Reason Values

StatusStatus Reason
OpenNew
 Contacted
DisqualifiedLost
 Cannot Contact
 No Longer Interested
 Canceled
QualifiedQualified

Custom Entity Status and Status Reason Values

StatusStatus Reason
ActiveActive
InactiveInactive

Customization

Status values cannot customized, you cannot add new status values nor change the name of the status values.

Status reasons can be renamed and new values added.

Reporting

When querying the filtered views or using FetchXML queries you must use the ‘internal’ names for Status and Status Reason

Display NameInternal Name
Statusstatecode
Status Reasonstatuscode

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