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Display Description from "Close Opportunity" screen

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Posted on by HS-21081403-0

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Is there a way to display Description from "Close Opportunity" screen in an Opportunity view?

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Amit Katariya007 8,699 Super User 2024 Season 1 on at

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Display Description from "Close Opportunity" screen

Check if you can create a custom view using Fetch XML builder from XRM Toolbox. And then try to save it as personal or system view.

If not then you can follow the steps provided by Muhammad.
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Muhammad.Affan 4,449 on at

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Display Description from "Close Opportunity" screen

Hi There,

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

You will need to create a custom description field(Multiple Lines of Text) in the opportunity table and add it to the opportunity view and create a power automate flow to populate new description field with value from description field of opportunity close automatically.

Refer these links:

https://community.dynamics.com/forums/thread/details/?threadid=09328fa8-a539-42e5-b999-0a4e493cb82f

https://community.dynamics.com/forums/thread/details/?threadid=d5db018f-75d3-41ec-921f-401c53e6f880

Thanks

Affan

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