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Microsoft Dynamics 365 | Integration, Dataverse...
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How to modify close as won and lost form

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I need to make changes to closed as won and closed as lot forms, but I can't seem where to make those changes.

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  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    You can modify close opportunity dialog, please refer this docs.microsoft.com/.../enable-opportunity-close-customization

  • Verified answer
    Community Member Profile Picture
    on at

    Hi,

    First, you need to enable the Customize close opportunity form button as Mahender said.

    Then you can follow this doc(Customize the Opportunity Close form (Dynamics 365 Sales) | Microsoft Docs) step by step to customize the close opportunity form.

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