So you followed tip 1290 and you customized your opportunity close form. Great! But now that you did that, users don’t see all of the win/lose status reasons to select when closing the opportunity. What’s up with that? First thing to remember is that the custom opportunity close is a quick create form for a […]
Tip #1290: Configure the opportunity close form
In Dynamics 365 2019 wave 2, you can now customize the opportunity close dialog. You can now turn on wave 2 at the Power Platform Admin Center. Once you have wave 2, the first thing you need to do is enable the setting on the sales tab of System Settings. Once this option is set, […]