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Hello,
On a marketinglist, I have the option to "Create Opportunity" to the members in my list. Is it possible to customize the form that opens up? I would like to add a field and remove some.
BR,
Emma
Hi, I'd imagine that is the standard Opportunity Quick Create form, can you test by editing a field on that?
Regards
Paul
Cannot customise these modal forms.
If it is critical business requirement, you cann add a canvas app(Power app) that pops up on click of a new button added in ribbon.
Hi
Create a new Form and open newly created form by adding custom button on Ribbon
Mark answer as verified, if it is feasible for you
Do I need to set up something so that I will create opportunities? just like the functionality is today.
/Emma
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