Display Opportunity Close fields on Main Opportunity form

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Posted on by KA-21111713-0

I would like to add a tab to the main Opportunity form called "Close Details" and display all the fields from my Opportunity Close form for the related Opportunity on that tab. I've tried to add a quick view form but for some reason the Opportunity Close table does not appear as an option under "Select quick view forms".

I don't want to add a subgrib view as there are a lot of fields and I want them displayed vertically rather than horizontally (which is how subgrib views are displayed).

Is there a way to achieve this without using code?

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Dynamics 365 Sales

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Tom_Gioielli 2,792 Super User 2025 Season 2 on at

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Opportunity to Opportunity Close is a One-to-Many relationship, which means that displaying the records on the form are limited to the subgrid view control. This is because there can be 0 to N Opportunity Close records per Opportunity.

Depending on your requirement, you may want to create custom fields on your Opportunity and then use a workflow to fill them in from the Opportunity Close record after it is created. Make sure the fields are read-only, as they should be getting populated through the close action.

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Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at

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Hello KA-21111713-0,

You've encountered a common limitation when trying to directly embed the Opportunity Close form within the Opportunity form using Quick View Forms. The reason the Opportunity Close entity doesn't appear in the Quick View Forms selection is that Quick View Forms can only display related entity data, and Opportunity Close is not a related entity in the traditional sense.

Here's a breakdown of why and how to achieve your desired outcome without code:

Understanding the Challenge:

Opportunity Close is a Dialog (Special Entity):

The Opportunity Close entity is essentially a dialog or a process, not a standard related entity with a 1:N or N:1 relationship.

It's designed to capture closure details, not to be directly embedded as related data.

Quick View Form Limitations:

Quick View Forms display data from related entities based on established relationships.

Since Opportunity Close doesn't have a direct relationship in that way, it's not available for Quick View.

Achieving Your Goal (Without Code):

Create a Custom Entity (Recommended):

Create a new custom entity (e.g., "Opportunity Closure Details").

Add the fields you need from the Opportunity Close form to this custom entity.

Create a 1:N relationship between the Opportunity entity and your new custom entity.

When an Opportunity is closed, create a record in your custom entity and populate it with the closure details.

Add a Subgrid (With Custom View):

While you mentioned you don't want a subgrid, this is a viable option with a twist.

Create a custom view for your new custom entity that includes all the fields you want to display.

Add a subgrid to the "Close Details" tab of the Opportunity form, using your custom view.

Formatting the Subgrid:

While subgrids display horizontally by default, you can influence the presentation by:

Creating a view with only one record displayed.

Using a very narrow subgrid width.

Using a custom HTML web resource to format the subgrid's layout (this is a bit more advanced but still no-code).

Use a Canvas App Embedded in the Form:

Create a Canvas App that shows the close details.

Embed the canvas app inside the opportunity form.

This will give you the most flexibility when it comes to the display of the data.

Business Process Flow:

Although this does not add a tab to the opportunity form, it does add the close details to the business process flow.

You can add the fields from the opportunity close form to the business process flow.

This will allow users to see the close details on the opportunity form.

Why the Custom Entity Approach is Best:

Data Integrity: It establishes a clear relationship between Opportunities and closure details.

Flexibility: You can customize the custom entity and its forms to match your exact requirements.

Reporting: It makes reporting on closure details easier.

Key Considerations:

Data Migration: If you have existing closed Opportunities, you'll need to migrate the closure details to your new custom entity.

Automation: Use workflows or Power Automate flows to automate the creation and population of records in your custom entity when Opportunities are closed.

By using a custom entity, you can effectively display the Opportunity Close details on your Opportunity form without code.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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Nitesh Raj 188 on at

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Hello Friend,

I hope you're doing well.

I understand your challenge, and the best approach is to create new columns in the Opportunity table that match the fields in the Close Opportunity table or form. Once these columns are in place, you can use Power Automate to transfer data automatically whenever an opportunity is closed.

Start by creating an Automated Cloud Flow in Power Automate. Use the "When a row is added or modified" trigger from Dataverse and select the Close Opportunity table. This will ensure that whenever a record is closed, the flow gets triggered.

Add the "Update a row" action for Dataverse and select the Opportunity table. Using the Opportunity ID from the trigger, update the corresponding record by mapping the relevant fields from the Close Opportunity table to the newly created columns in the Opportunity table.

Once this setup is complete, update the Opportunity form by adding these new columns to a separate tab. This way, every time an opportunity is closed, the details will automatically appear in the form, making it easy to access and review.

I hope this helps! Let me know if you need any more details.

Consider approving my answer if it helped you.

Best regards,
Nitesh Raj

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