web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Display Description fr...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Display Description from "Close Opportunity" screen

(1) ShareShare
ReportReport
Posted on by HS-21081403-0 18
Is there a way to display Description from "Close Opportunity" screen in an Opportunity view?
I have the same question (0)
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan Moderator on at
    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:
     
     
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 189 Super User 2026 Season 1

#2
CU11031447-0 Profile Picture

CU11031447-0 100

#3
NeerajPawar Profile Picture

NeerajPawar 66

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans