Default values of Status and Status Reason attributes
Published: February 8, 2008
Each record in Microsoft Dynamics CRM has two attributes to identify the status of the record:
Status and Status Reason.
If you are planning customization of Microsoft Dynamics CRM, deciding when workflow rules are needed,
or migrating data from a previous customer relationship management (CRM) system to Microsoft Dynamics CRM,
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 migrate data to Microsoft Dynamics CRM, and if your existing data has
Status and Status Reason values, you will need to map these values to Microsoft Dynamics CRM values.
Data without Status and Status Reason values will be migrated 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 migrating 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
0 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.
