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Opportunity Entity

Posted on by 40

How do i set new opportunity form that i have created as a default form, .i.e. once i qualify the lead, i want my  newly created form to populate instead the other one which is regular?

  • Suggested answer
    Marco.P Profile Picture
    Marco.P 2,405 on at
    RE: Opportunity Entity

    Hi,

    You need to assign the form order to your form:

    docs.microsoft.com/.../assign-form-order

    https://carldesouza.com/set-default-form-order-dynamics-365/

    Hope it helps,

    Marco

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