Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity form.
Comments
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.)
Category: Opportunity
8 years this has been on the list. Wonder how many clients have left because of major oversights like this...
Category: Opportunity
8 years this has been on the list. Wonder how many clients have left because of major oversights like this...
Category: Opportunity
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.
Category: Opportunity
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.
Category: Opportunity
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
Category: Opportunity
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
Category: Opportunity
Would be very nice. Especially a opportunity to add a reason pick-list og lookup for lost opportunities would be very nice.
Category: Opportunity
Would be very nice. Especially a opportunity to add a reason pick-list og lookup for lost opportunities would be very nice.
Category: Opportunity
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.
Category: Opportunity
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 Chatterjee
PM, Microsoft.