Display Opportunity Close fields on Main Opportunity form

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Posted on 14 Mar 2025 19:08:18 by KA-21111713-0

I would like to add a tab to the main Opportunity form called "Close Details" and display all the fields from my Opportunity Close form for the related Opportunity on that tab. I've tried to add a quick view form but for some reason the Opportunity Close table does not appear as an option under "Select quick view forms".

I don't want to add a subgrib view as there are a lot of fields and I want them displayed vertically rather than horizontally (which is how subgrib views are displayed).

Is there a way to achieve this without using code?

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Dynamics 365 Sales

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Tom_Gioielli 756 on 14 Mar 2025 at 19:56:26

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Display Opportunity Close fields on Main Opportunity form

Opportunity to Opportunity Close is a One-to-Many relationship, which means that displaying the records on the form are limited to the subgrid view control. This is because there can be 0 to N Opportunity Close records per Opportunity.

Depending on your requirement, you may want to create custom fields on your Opportunity and then use a workflow to fill them in from the Opportunity Close record after it is created. Make sure the fields are read-only, as they should be getting populated through the close action.