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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to modify Opportun...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to modify Opportunity Card form

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Posted on by Axam-Consult 5

Hi,

Can someone explain me how I can change the information shown in the opportunity card form (eg. add status, see picture)?

Tx,

Opportunity-status.JPG

Serge

I have the same question (0)
  • Suggested answer
    Alok Singh Profile Picture
    Alok Singh 910 on at

    Hi There,

    You can customize Opportunity Card form by goign to Opportunity---->Form--->Open Card form and add/remove fields for each section

    pastedimage1610911086292v1.png

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi Serge,

    If you are sure what you need is the card form, please refer to #1, otherwise #2.

    1. We will change the fields of Details section in the Opportunity card form.

    Go to Settings > Customizations > Customize the System, expand Entities > Opportunity > Forms, edit the card form.

    pastedimage1610963771611v1.png

    We need to change fields of Details section.

    pastedimage1610963821409v2.png

    2. The picture you showed is not a Card form.

    To change the information in it, just move the first three columns of All Opportunity view.

    Only the first three columns of the view will be displayed on the view you provide.

    pastedimage1610963989371v3.png

  • Axam-Consult Profile Picture
    Axam-Consult 5 on at

    Yes thanks!

  • Alok Singh Profile Picture
    Alok Singh 910 on at

    Hi Serge,

    If your query has been resolved , please mark this question as verfied to help other

  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    Please click Yes under "Did this answer your question?" to close this thread.

    Thanks.

    pastedimage1611106617629v1.png

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