Microsoft Dynamics 365
Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity form.
Paramita Chatterjee (administrator)
on 8/13/2020 5:24:08 AM
Thank you for your feedback. We released this feature as part of 2019 Release Wave 2. Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience
Sincerely,Paramita ChatterjeePM, Microsoft.
Ability to customize the Opportunity Close dialog box.(Specifically, allow a user to select a value in the "Competitor" box when the Opportunity has been "Won" so we can see which competitors we are displacing.)
Opportunity, Quotes, Orders, Invoices, Products
8 years this has been on the list. Wonder how many clients have left because of major oversights like this...
Thank you for writing back with details. We will consider this functionality for a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.
I think all the main requirements could be fulfilled if CRM implemented the close opportunity form to be a customisable form of the opportunityclose entity, rather than a hard-coded form. This would allow custom fields of the opportunityclose entity to be added to the form, as well as changing labels. A similar approach to other hard-coded dialogs (e.g. incidentclose) would also be a great help
Would be very nice. Especially a opportunity to add a reason pick-list og lookup for lost opportunities would be very nice.
I agree. Being able to customise the terminology from 'Won' and 'Lost' would be good as this is not always appropriate for an xRM solution.