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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Customized opportunity...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Customized opportunity close form doesn't appear after closing quote

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Posted on by MartV 5

Dear members,

I am experiencing a problem with my Opportunity Close Form. When I close an opportunity directly, the customized Opportunity Close Form appears correctly.

However, when I close a quote from which I also want to close the associated opportunity via the option 'Close associated opportunity' on the Quote Close Form, the 'old' (non-customized) opportunity close form appears.

Could someone please help me to solve this issue?

Best regards,

I have the same question (0)
  • Mohana Yadav Profile Picture
    Mohana Yadav 61,248 Super User 2026 Season 1 on at

    Is it related D365 Sales or D365 BC?

  • MartV Profile Picture
    MartV 5 on at

    D365 Sales, I apologise for the wrong tag.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    It looks like a bug for me. My recommendation - get in touch with Microsoft and open support ticket.

  • Suggested answer
    JayBuddhdevtest Profile Picture
    JayBuddhdevtest 275 on at

    What browser are you using? Have you tried using incognito window?

    If both of these does not work out, create a support request with MS and they will be able to help you. It has happened to me once, none of the above solution was working and then ms fixed something and it was working fine.

  • Suggested answer
    gisiquei Profile Picture
    gisiquei Microsoft Employee on at

    Hi there, seems this is a product issue behavior under investigation at this momment.

    I would suggest to reach Support team to assist it closer.

  • Tiras2810 Profile Picture
    Tiras2810 20 on at

    Hi,

    you said if you close an opportunity directly the right form appears and from quote the default form appears is it right? Can you please test to change the order on opportunity forms? Sorry it is only a test....

    Have a nice day

  • caro24 Profile Picture
    caro24 15 on at

    Hello,

    I'm facing the same issue, is there any update about this? 

    Thanks

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