Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Change size of Opportu...
Customer experience | Sales, Customer Insights,...
Answered

Change size of Opportunity Sales Process drop down?

(0) ShareShare
ReportReport
Posted on by T-con 25

I've been trying to reduce the number of clicks needed for my sales team. We usual have them click though the Opportunity Sales Process and upon adding a new field to the business process flow I've noticed it stopped getting bigger and just had a scroll wheel. 

Here is the before with only 7 entities 

7127.Before.PNG

And After I add one more

53804.After.PNG

My question is there any way I can make it bigger or remove the need for them to scroll? I'm thinking about just removing one field as an easy fix, but I was wondering if there was some option somewhere I missed that allowed me to do it.

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Change size of Opportunity Sales Process drop down?

    Hi partner,

    Unfortunately, it cannot be bigger.

    In fact, Microsoft has designed a way of BPF drop down with many fields, we just need to click the fly-out icon at the top right of fields.

    Clicking this icon will display all the fields of this stage on the right side of the browser.

    1727.pastedimage1581045719389v1.png        8446.pastedimage1581045746791v2.png

    Therefore, if there are many fields in the stage of BPF, we recommend that users use this method to fill in the fields.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Change size of Opportunity Sales Process drop down?

    Hello, 

    Maybe you can split you qualify stage into two stages:

    Pre-Qualify: kind of warming. 

    Qualify: the OOB qualify stage.

    You can also look into this PCF control. Watch the demo: pcf.gallery/.../

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans