Hello everyone!
In this blog, we will learn how to customize the “Opportunity Close form” in Dynamics 365.
Business Requirement: Many times our clients have requirements where they want to capture essential details about why an opportunity was closed. By enabling this customization, sales representatives can provide valuable insights, helping sales managers develop better strategies.
Solution: So usually, when the users go through the normal opportunity process closure process, they will get only limited features while they choose “Close as Won” or “Close as Lost” on the Ribbon.
where they will get only these 5 fields to capture details.
But sellers can record relevant information such as the reason for closing an opportunity, profit margins,etc. These details help sales managers gain key insights and develop better strategies. Also, it allows an opportunity for more comprehensive reporting and analysis.
Implementation:
- Login into your Power Apps.
- Open “Sales Hub” App.
- On the left bottom corner, click on “Sales”.
- And change area to “App Settings”.
- Click on “Lead+opportunity management”.
- Switch to “Opportunity Closing”.
- Turn radio button to yes and hit the save button.
- Now edit your “Opportunity Close” form.
- Add desired custom field, for eg; in my form I have added “Profit Amount”.
- Save and publish your form.
Lets see it in action!
Go back to the Power App and click on “Close as Won” or “Close as Lost”,you will see that the dialog box won’t pop-up this time. Instead, the form will load as a “Quick create form”.
Voila! Now you can store as much information as you want with multiple details to analyze.
Hope it helps..
& the Power Affirmation for the month is :
“I am Strong and I will continue to be the same.”
Power Melange 