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Need to be able to edit the Quote Close form and customize the pop-up window that displays when creating an order and marking as won or closing a quote and marking as lost. OOB it does not seem like an admin has the capability to do this which is strange to me. This would really enhance the user experience for those that work with quotes on a daily basis.
STATUS DETAILS
Completed
Revathi Sankar (administrator) on 11/13/2023 5:59:09 AM
This idea has been implemented per the request via GA train 9.3. Please review our documentation for further details:
Customize the quote closure experience | Microsoft Learn
Thanks,
Revathi
Sr Product Manager, D365 Sales