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Allow customizations to "Close Opportunity" form

Thomas McKinnie on 10/20/2009 1:30:00 AM

Allow customizers ability to add/remove attributes on the "Close" form just like on the regular opportunity form.

Category: Opportunity
STATUS DETAILS
Completed
Ideas Administrator

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.

Comments

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RE: Allow customizations to "Close Opportunity" form

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

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RE: Allow customizations to "Close Opportunity" form

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.

Category: Opportunity

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RE: Allow customizations to "Close Opportunity" form

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.

Category: Opportunity

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RE: Allow customizations to "Close Opportunity" form

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.

Category: Opportunity

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RE: Allow customizations to "Close Opportunity" form

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.

Category: Opportunity

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RE: Allow customizations to "Close Opportunity" form

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.

Category: Opportunity

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RE: Allow customizations to "Close Opportunity" form

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.

Category: Opportunity

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RE: Allow customizations to "Close Opportunity" form

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.

Category: Opportunity

T

T

RE: Allow customizations to "Close Opportunity" form

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.

Category: Opportunity

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