Migration

Default values of Status and Status Reason attributes

Each record in Microsoft Dynamics CRM Online has two attributes to identify the status of the record: Status and Status Reason. If you are planning customization of Microsoft Dynamics CRM Online, deciding when workflow rules are needed, or importing data from a previous customer relationship management (CRM) system to Microsoft Dynamics CRM Online, use the Status and Status Reason reference information in this article in your planning process:

The Status Reason values are customizable, so you can use the Customization area to make the values match the terminology you use in your organization, create new Status Reasons, and select the default Status Reason values for each Status. The helpful tables in this article can be used to quickly identify if any Status Reason values need to be customized.
You can set up workflow rules whenever a record changes Status or Status Reason. You can use the tables in this article when thinking through which Status and Status Reason changes should trigger a workflow rule.
When you import data to Microsoft Dynamics CRM Online, and if your existing data has Status and Status Reason values, you will need to map these values to Microsoft Dynamics CRM Online values. Data without Status and Status Reason values will be imported with the default values shown below.

Default values of Status and Status Reason attributes

The default values of the Status¹ and Status Reason¹ attributes for each record type are listed in the following sections.

In the Status Reason column, the default value is marked with an asterisk (*).
Each record type is listed showing its display name and the logical database name. The display name is used if you are working with the record type through the user interface. The logical database name is used if you are working with the record type through the SDK or when manually editing a data map.
The integer values for Status and Status Reason attributes are required only if you are importing data and need to manually edit a data map.

Click any of the following links to see valid Status and Status Reason values.

Account (account)

Status	Associated Status Reason
0 Active	1 Active *
1 Inactive	2 Inactive *

Activity (activitypointer)

Status	Associated Status Reason
0 Open	1 Open *
1 Completed	2 Completed *
2 Canceled	3 Canceled *
3 Scheduled	4 Scheduled *

Appointment (appointment)

Status	Associated Status Reason
0 Open	1 Free * 2 Tentative
1 Completed	3 Completed *
2 Canceled	4 Canceled *
3 Scheduled	5 Busy * 6 Out of Office

Article (kbarticle)

Status	Associated Status Reason
1 Draft	1 Draft *
2 Unapproved	2 Unapproved *
3 Published	3 Published *

Campaign (campaign)

Status	Associated Status Reason
0 Active	0 Proposed * 1 Ready To Launch 2 Launched 3 Completed 4 Canceled 5 Suspended

Campaign Activity (campaignactivity)

Status	Associated Status Reason
0 Open	0 In Progress 1 Proposed * 4 Pending 5 System Aborted 6 Completed
1 Closed	2 Closed *
2 Canceled	3 Canceled *

Campaign Response (campaignresponse)

Status	Associated Status Reason
0 Open	1 Open *
1 Closed	2 Closed *
2 Canceled	3 Canceled *

Case (incident)

Status	Associated Status Reason
0 Active	1 In Progress * 2 On Hold 3 Waiting for Details 4 Researching
1 Resolved	5 Problem Solved *
2 Canceled	6 Canceled *

Case Resolution (incidentresolution, notcustomizable)

Status	Associated Status Reason
0 Open	1 Open *
1 Completed	2 Closed *
2 Canceled	3 Canceled *

Contact (contact)

Status	Associated Status Reason
0 Active	1 Active *
1 Inactive	2 Inactive *

Contract (contract)

Status	Associated Status Reason
0 Draft	1 Draft *
1 Invoiced	2 Invoiced *
2 Active	3 Active *
3 On Hold	4 On Hold *
4 Canceled	5 Canceled *
5 Expired	6 Expired *

Contract Line (contractdetail)

Status	Associated Status Reason
0 Existing	1 New *
1 Renewed	2 Renewed *
2 Canceled	3 Canceled *
3 Expired	4 Expired *

Currency (transactioncurrency)

Status	Associated Status Reason
0 Active	0 Active *
1 Inactive	1 Inactive *

Discount (discounttype)

Status	Associated Status Reason
0 Active	100001 Active *
1 Inactive	100002 Inactive *

E-mail (email)

Status	Associated Status Reason
0 Open	0 Draft * 8 Failed
1 Completed	2 Completed * 3 Sent 4 Received 6 Pending Send 7 Sending
2 Canceled	5 Canceled *

Fax (fax)

Status	Associated Status Reason
0 Open	0 Open *
1 Completed	2 Completed * 3 Sent 4 Received
2 Canceled	5 Canceled *

Invoice (invoice)

Status	Associated Status Reason
0 Active	1 New * 2 Partially Shipped 4 Billed 5 Booked (applies to services) 6 Installed (applies to services)
1 Closed (deprecated)	3 Canceled (deprecated) * 7 Paid in Full (deprecated
2 Paid	100001 Complete * 100002 Parial
3 Canceled	100003 Canceled *

Lead (lead)

Status	Associated Status Reason
0 Open	1 New * 2 Contacted
1 Qualified	3 Qualified *
2 Disqualified	4 Lost * 5 Cannot Contact 6 No Longer Interested 7 Canceled

Letter (letter)

Status	Associated Status Reason
0 Open	1 Open 2 Draft *
1 Completed	3 Received 4 Sent *
2 Canceled	5 Canceled *

Marketing List (list)

Status	Associated Status Reason
0 Active	0 Active *
1 Inactive	1 Inactive *

Opportunity (opportunity)

Status	Associated Status Reason
0 Open	1 In Progress * 2 On Hold
1 Won	3 Won *
2 Lost	4 Canceled * 5 Out-Sold

Order (salesorder)

Status	Associated Status Reason
0 Active	1 New * 2 Pending
1 Submitted	3 In Progress *
2 Canceled	4 No Money *
3 Fulfilled	100001 Complete * 100002 Partial
4 Invoiced	10003 Invoiced *

Phone Call (phonecall)

Status	Associated Status Reason
0 Open	1 Open *
1 Completed	2 Made * 4 Received
2 Canceled	3 Canceled *

Price List (pricelevel)

Status	Associated Status Reason
0 Active	100001 Active *
1 Inactive	10002 Inactive *

Product (product)

Status	Associated Status Reason
0 Active	1 Active *
1 Inactive	2 Inactive *

Quote (quote)

Status	Associated Status Reason
0 Draft	1 In Progress *
1 Active	2 In Progress * 3 Open
2 Won	4 Won * 5 Out-Sold
3 Closed	5 Lost * 6 Canceled 7 Revised

Service Activity (serviceappointment)

Status	Associated Status Reason
0 Open	1 Requested * 2 Tentative
1 Closed	8 Completed *
2 Canceled	9 Canceled * 10 No Show
3 Scheduled	3 Pending * 4 Reserved 6 In Progress 7 Arrived

Task (task)

Status	Associated Status Reason
0 Open	2 Not Started * 3 In Progress 4 Waiting on someone else 7 Deferred
1 Completed	5 Completed *
2 Canceled	6 Canceled *

¹ Status and Status Reason are stored as four attributes in each database table. If you are working with the record type through the SDK, or are manually editing a data map, you will need to use the logical names shown in the following table, rather than the display names of the attributes.

Status: Integer attribute	statecode
Status: String attribute	statecodename
Status Reason: Integer attribute	statuscode
Status Reason: String attribute	statuscodename

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