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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customise the Opportun...
Customer experience | Sales, Customer Insights,...
Suggested answer

Customise the Opportunity Close Form

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Posted on by KS-11052355-0 2
Hi There
 
I am trying to customise the Opportunity Close form but the changes I have made only appear on the Opportunity Close form on the Sales Hub App. 
 
 
Our users do not have access to this app.  Can you customise the opportunity close form on any other app.
Categories:
Dynamics 365 Sales
  • Sol007 Profile Picture
    Sol007 187 on at
    Customise the Opportunity Close Form
    I have same issue I have been able to customise a copy of the opportunity close quick create form. The custom quick create opportunity form has custom fields. However, we have two business process flows (one OOTB and other a custom BPF) on an opportunity in a custom app. I would like the custom quick create opportunity close form to only show to users of the custom business process flow, when the opportunity is close as lost. However, the custom business process flow seems to be the default on both business process flows when the opportunity is close as lost? If anyone have a workaround solution to achieve this, would be really helpful.
  • Suggested answer
    Jimmy Passeti Profile Picture
    Jimmy Passeti 495 Most Valuable Professional on at
    Customise the Opportunity Close Form
    Hello,
     
    Make sure you add the table to the new app (Opportuinty and Opportunityclose tables)

    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 379 Most Valuable Professional on at
    Customise the Opportunity Close Form
    No, the Opportunity Close form can only be customized in the Sales Hub app. If users don’t have access to Sales Hub, they’ll see the default (uncustomized) form.
    Workaround:
    1. Give users access to Sales Hub (recommended).
    2. Use a custom Power App to replace the close experience.

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