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

Notifications

Announcements

Season of Giving Solutions is Here!
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 4,624 Super User 2025 Season 2 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 Super User 2025 Season 2 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

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the December Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 69 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 58

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans