Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Where is the Opportunity Close Form located?

Posted on by Microsoft Employee

Where is the Opportunity Close Form located? I can find it under the Opportunity entity. I don't know where the data for the Competitor field on the Opp Close form is being stored or perhaps it is not storing correctly. I need the attribute name to find out, hence need to find where the form is located.

Thanks

*This post is locked for comments

  • Suggested answer
    alf Profile Picture
    alf 17,915 on at
    Re: Where is the Opportunity Close Form located?

    Hi Jenni,

    The competitors is a lookup to the out of the box competitors entity.  Simply create new competitors and they will be avail for selection when you close and disqualify an opportunity.  

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,228 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans