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How to update the "Close Date" in opportunity close form when a "Close as Won" button is clicked

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Hi Community,

I have /Actual close date/ on opportunity form and when I click on /Close as Won/ button a /Quick Create: Close Opportunity/ form popup with the Close date auto populated as the todays date. My requirement is to copy the value present is /Actual close date/ of opportunity form to the /Quick Create: Close Opportunity/ form. Below are the approaches I have tried as of now but haven't got any result.

1. Writing the js onload of /Quick Create: Close Opportunity/ form - the actual close date value would populate but then it will get overridden by the System date.

2. Customizing command of /Close as won/ via ribbon workbench. - Tried calling the custom js in the command and inside js I have called the OOB script but no luck on that as well.

Kindly let me know how to resolve this challenge.

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Leah Ju Microsoft Employee on at

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How to update the "Close Date" in opportunity close form when a "Close as Won" button is clicked

Hi Partner,

Maybe you can try to pre-populate values in the Opportunity Close form from the corresponding opportunity through mapping fields.

https://learn.microsoft.com/en-us/dynamics365/sales/customize-opportunity-close-experience#step-4-pre-populate-values-in-the-opportunity-close-form-from-the-corresponding-opportunity

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