Customize Opportunity Close Dialog Box – Dynamics 365 For Sales


With the 2019 release wave 2 plan, finally, we can customize the opportunity close dialog box (Unified Interface only)

Enable it from the Sales tab of System Settings dialog box.

The default out of the box Close Opportunity Dialog Box à

Now to add or remove fields to the dialog box, we need to customize the Quick Create form of Close Opportunity entity.

Change the ordering of the fields, added a custom field, removed Competitor and Description dialog box.

Updated Close Opportunity Dialog Box

We can use client-side validation on it

We can specify business rules

We can also customize the Main (Information) form.

This form can be used to check the details of closed opportunities.

Entity Relationships cannot be customized.

Great to see the feature available as it was one of the most requested features in the product.

https://experience.dynamics.com/ideas/idea/?ideaid=4792dfee-121a-e611-80e2-c4346badc228

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

7 thoughts on “Customize Opportunity Close Dialog Box – Dynamics 365 For Sales”

Please share your thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.