Customize the Opportunity Close form

Article
01/16/2024

Customize the opportunity close form so that sellers can capture details about the closed opportunity such as reason for closure and profit margin. These details help sales managers to draw key insights and develop a better strategy.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	System Administrator More information: Predefined security roles for Sales

Prerequisites

Enable customization of the Opportunity Close form
Customizations are only supported on apps built on Unified Interface. If you're using a custom app, ensure that it's built on Unified Interface.

How to customize the Opportunity Close form

Open the solution explorer page
Create a custom field in the Opportunity Close entity
Add the field to the Opportunity Close form
Pre-populate values in the Opportunity Close form from the corresponding opportunity
Publish the customizations

Step 1: Open the solution explorer page

The solution explorer page is where you can create and manage customizations.

In the Sales Hub app, select the Settings icon, and then select Advanced Settings.
On the navigation bar of the Business Management page, select Settings > Customizations.
On the Customization page, select Customize the System.

Step 2: Create a custom field in the Opportunity Close entity

The Opportunity Close entity has certain out-of-the-box fields. If the information you want to capture isn't available in the out-of-the-box fields, you can create a custom field. For example, if you want to capture the profit margin for all the won opportunities, you can create a new field called Profit Margin.

Note

If your organization is using a custom app, ensure that the Opportunity Close entity is added to the custom app module. Learn more about adding an entity to a custom app module

In the solution explorer, go to Components > Entities > Opportunity > Opportunity Close > Fields. The out-of-the-box fields are displayed.
On the Actions toolbar, select New, and enter a Display Name to generate the Name. Learn more about how to create and edit columns.
Save the changes.

Step 3: Add the field to the Opportunity Close form

In the solution explorer, go to Components > Entities > Opportunity > Opportunity Close > Forms.
Open the Opportunity Close form of type Quick Create.
Add or remove any fields, as required on the Opportunity Close form.
Note
- You can’t delete or customize the out-of-the-box fields or entity relationships.
- Creating an Opportunity Close record (for example, from a related entity record or the Quick create menu) closes the related opportunity.
To add the same fields to the Opportunity Close Information form, open the Information form of type Main, and make the same changes that you did in Step 2. The Opportunity Close Information form is used to view details of the closed opportunity later on.
Save the changes.

Step 4: Pre-populate values in the Opportunity Close form from the corresponding opportunity

To pre-populate values in the Opportunity Close form from the corresponding opportunity, map the fields in the Opportunity entity to the corresponding fields in the Opportunity Close entity. For example, if you want to pre-populate the estimated revenue of the opportunity in the Opportunity Close form, you can do so by adding the estimated revenue field to the Opportunity Close form and then mapping the field to the corresponding field in the Opportunity entity. This mapping also ensures that the values are synchronized between the two entities.

If you want to pre-populate or synchronize values from other entities, use a plug-in or a client-side script to pre-populate and synchronize the values.

In the solution explorer, go to Components > Entities > Opportunity > 1:N Relationships.
From the Type drop-down list, select Mappable.
Double-click the Schema name of the relationship Opportunity_OpportunityClose.
In the Relationship window, Select Mappings.
Select New to create field mapping between the Opportunity and Opportunity Close fields.
Save the changes.

Step 5: Publish the customizations

After you're done with the customizations, select Publish All Customizations on the toolbar to make the changes available to users. Open your app and verify the changes.

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.