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.
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.
Opportunity, Quotes, Orders, Invoices, Products
Thanks - I'm talking about the "Close Opportunity" pop-up form. Open an oppty, click on Actions, click on Close Oppy. This pop-up form has required attributes. In 100% of my installs, the clients want to add, remove, or remove required formatting.
Hello, Thanks for writing to us. MSCRM does not have a separate form for "Closed opportunity", so whatever attributes are their on the main form will be present on "closed opportunity" also. Please let us know if you are talking about some different form here. Thanks and Regards. This posting is provided "AS IS" with no warranties, and confers no rights.
Hard to believe this STILL isn't available. Being able to add custom opp fields to that form (Margin for instance) is a HUGE miss. Surely there are plenty of other users out there that run business on margin AND revenue, not just revenue.