- Managing Opportunities in Dynamics 365 may require customizing the default dialog box for closing an Opportunity as won or lost.
- Steps to customize the Opportunity Close dialog box include signing in to Classic Dynamics 365, creating a Solution, and including the 'Opportunity Close' entity.
- You can add fields to the Quick Create form for 'Opportunity Close' and save and publish the changes.
- Customizing the form in Dynamics 365 Classic way involves removing and re-adding the Quick Create form for Opportunity Close in the Model-Driven Apps section.
- Refreshing the Dynamics 365 page will display the custom Quick Create form instead of the default dialog box when closing an Opportunity as won or lost.
- Customizing the Opportunity Close dialog box allows for gathering more relevant data during the sales process.
- Modifying the default form in Dynamics 365 can improve data capture and provide a more streamlined experience for the sales team.
- For further discussion or assistance, contact [email protected]
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