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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / opportunity Close as W...
Customer experience | Sales, Customer Insights,...
Suggested Answer

opportunity Close as Won form as side panel

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Posted on by RA-04121308-0 8
Hello.
When I want to close Opportunity with Close as Won button on the ribbon, it opens a pop-up window.
I want it to be opened as side panel. But I could not find the setting that I could accomplish this.
 
Anyone can help?
 
Thanks 
Categories:
Microsoft Dynamics CRM
I have the same question (1)
  • Daniyal Khaleel Profile Picture
    Daniyal Khaleel 760 Most Valuable Professional on at
    In Dynamics 365 Sales, the "Close as Won" / "Close as Lost" dialog cannot be converted to a side panel.
    This pop-up window is a system-controlled dialog form (known as the OpportunityClose Quick Create dialog), and Microsoft does not provide any setting in the UI, App Designer, or Sales Hub configuration to render it as a side panel.
  • RA-04121308-0 Profile Picture
    RA-04121308-0 8 on at
    Hello, 
     
    I got the same reply from ChatGPT, but I already have an example which it can. Only thing is that I could not find the setting where I can adjust it. And the place which ChatGPT says I can find seems not to exist. (As it usually occurs). And if you look at the forms listings, you see there also a quick create Close as Won form.
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 3,040 Super User 2026 Season 1 on at
    I think if you opt to use a custom Close as Won form for the Opportunity, it converts it to the Quick Create form instead of the central dialog pop-up?
     

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