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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Close Opportunity Dial...
Microsoft Dynamics CRM (Archived)

Close Opportunity Dialog Box

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Posted on by Community Member

Hi Guys,

Im trying to figure out what drives the "Competitor" field within the Close Opportunity dialog box? ice_5F00_screenshot_5F00_20180112_2D00_120946.png

The competitor field is a locked field and Id like to know:

1, What is driving this locked field? I tried to populate the competitor field within the Lead level thinking this folwed through but my test proved unsuccessful.

2. Is it possible to make this field unlocked and add a list of competitors to the dropdown?

3. Is this a field that has been customed built into our company CRM and is not an out of the box solution meaning I need to find the person who built this in and ask him what is the purpose of this field being here?

Thanks for your help, very much appreciated.

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  • Verified answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    Hi there.

    This dialogue occurs after clicking on the button "Close as WON". It's a system dialogue and cannot be modified.

    If you won an opportunity it's not necessary to add a competitor... you have won it!

    If you lost an opportunity (by clicking on the button "Close as LOST") the field competitor is not read only and you can enter the competitor you lost against.

    Hope that helps.

    Kind regards,

    Karsten

  • Verified answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    It's an separate entity called "Opportunity Close" and it's an system entity and the form can't be modified or add any custom scripts .

    Competitor field also system field and ca nt be edited.Not created by user

    Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.

  • Community Member Profile Picture
    Community Member on at

    Thanks for confirming this info to me. Ill report back internally on this. thanks Karsten.

  • Community Member Profile Picture
    Community Member on at

    Thanks Syed, this is very helpful and thanks for taking the time to respond.

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