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Customer experience | Sales, Customer Insights,...
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Display Description from "Close Opportunity" screen

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Posted on by HS-21081403-0 8
Is there a way to display Description from "Close Opportunity" screen in an Opportunity view?
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,179 Super User 2024 Season 1 on at
    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.
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,437 on at
    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:
     
     
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.

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