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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / show Description field...
Customer experience | Sales, Customer Insights,...
Suggested Answer

show Description field from Opportunity Close entity as a column in "My Closed Lost Opportunity" view

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Posted on by Logan W 87

Hope I am not the first one asking this question.

When a sales person set an Opportunity to Closed Lost, he/she would need to fill out a few fields of the Opportunity Close form.

pastedimage1663752232427v1.png

But when I review all my closed lost opportunities, I would like to see the value of Description to better understand more detail behind each lost case.  

 pastedimage1663752242094v2.png

On the view, I clicked on Edit column and couldn't find Description from the related entity.  Actually, Opportunity Close is not available as an related ..

 pastedimage1663752263776v3.png

So is there an easy way to achieve it?   

 

Or, is there a better practice?  Kindly advise.

 

Thanks! 

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Logan W,

    The Description is one filed in the opportunity close entity, you can't add it in the opportunity view directly.

    But you can see it's value in the opportunity view through the following way:

    (1)Create one custom description field(Multiple Lines of Text) in the opportunity and add it to the opportunity view.

    pastedimage1663827612114v4.png

    (2)Using flow to populate new description field with value from description field of opportunity close automatically.

    pastedimage1663827218413v3.png

    pastedimage1663828786178v5.png

    (3)Test and Results:

    pastedimage1663828966640v6.png

    pastedimage1663829037154v7.png

    ===================

    Note:

    On the view, I clicked on Edit column and couldn't find Description from the related entity.  Actually, Opportunity Close is not available as an related ..Why?

    The opportunity and opportunity close is 1:N relationship, so opportunity close is child entity for opportunity.

    In the opportunity view, you can only add columns from the related parent entity and not from the child entities.

    pastedimage1663824581479v1.png

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