Crm Minds

Dynamics 365 – How to Customize Opportunity Close Form

Before you customize the Opportunity Close form, you need to enable the customization of Opportunity Close form from System Settings.

To do that open your Advanced Settings page. Go System > Administration > System Settings. Under Sales tab enable the Customize close opportunity form.

Once you enable it, users will start seeing the Quick Create form of the Opportunity Close entity. You can configure that Quick Create form like any other form from your Solution.

Hope this helps 😊

Popular Tags

add-in Azure Azure-Functions Cloud Flow Csharp dataverse Dynamics 365 Dynamics CRM Flow Javascript lookup oauth2 Plugin Power Apps Power Automate Power Platform programming SharePoint workflow

Leave a comment