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How to customize the opportunity closing form in dynamics 365online
2022-07-29 09:42:00 【Vic.Tang】
The system business opportunity ends as a win order and ends as a lose order by default , The following dialog box pops up , And this dialog can't be customized , To change this interaction , Or customize the buttons by yourself , Or you can customize the end of winning orders and the end of losing orders JS event , Do not call the default dialog

And now there are new choices , There is such a setting in the system settings , We set it to be

Of course, you can also set this setting in Sales Hub Apply the following settings to find

At this time, you can click the button to end the winning order, and the quick create window pops up ( Opportunity end entity ), You can customize this form , You can put the information you want to record .

If you are custom APP, After setting Click the button or pop up the dialog box , Check whether your business opportunity end entity is included in your customization APP In the , If it is included, the quick creation form will pop up .
According to the official document of Microsoft, this setting can only be purchased Sales modular license It's the only way to have it .
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