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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Opportunity Header inf...
Microsoft Dynamics CRM (Archived)

Opportunity Header information

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Posted on by Joe Woltering 12,163

In the very top of the form, underneath the Opportunity folder icon, is a description of the Opp, e.g. "Opportunity created from Lead...", "Opportunity created without a Lead". Is there a way to change this to display something else like a job name, etc.?

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  • Suggested answer
    jlattimer Profile Picture
    jlattimer 24,562 on at

    As an administrator, when you have the record open can you click on the "Customize" tab at the top, then "Form"

    Then select "Header" from the top - you should be able to add and remove fields.

    Make sure to Save and then Publish when complete. 

  • Joe Woltering Profile Picture
    Joe Woltering 12,163 on at

    Thanks Jason, Yes, I am aware how to drag and drop fields to the Header, but this is actually just above the header and I don't see anywhere to customize it. I believe it is displaying the OOB "Topic" field by default.

  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,562 on at

    I see - OOB the Primary Field of the entity is displayed here - for Opportunity this it "Topic" and this something you won't be able to customize in a supported manner.

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