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Where to find Closed Quotes and Opportunity Data?

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Posted on by Community Member Microsoft Employee

Hi,

when a quote/opportunity is closed the user gets the chance to enter some backgroud data in
a pop-up dialog. Like date, reason, description. My questions is: what is the best way to find and display this data?

In didn't found such on options among standard views. Is is something that can be done using custom views?
Or via the advanced reporting function?

Thanks!

Alex

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Community Member Microsoft Employee on at

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RE: Where to find Closed Quotes and Opportunity Data?

Hi Andrew,

thank you!

Best

Alex
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a33ik 84,323 Most Valuable Professional on at

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RE: Where to find Closed Quotes and Opportunity Data?

Hello Alex,

This information is available in OpportunityClose/QuoteClose entities. You can find those records under Activities related to Opportunity/Close.

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