web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(1) ShareShare
ReportReport
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 2,890 Super User 2025 Season 2 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?
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the December Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 72 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans