Enable customization of the Opportunity Close form

Enable system customizers to customize the opportunity close experience so that sellers can capture details about why an opportunity was closed.

Enable customization

To allow users in your organization to capture more relevant details about an opportunity closing, a system administrator can enable the customization of the Opportunity Close form.

Note

The capability to customize the Opportunity Close form is supported only in the sales app built on Unified Interface.

Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:

Sales Premium and Sales Enterprise

If you have the Sales Hub app, follow the instructions in this tab. Otherwise, follow the instructions in the Sales Professional tab to configure the option in Power Platform.

1. In lower-left corner of the screen, select Change area and then select App Settings.

2. In the site map, select Overview, and on the Overview page, select Manage for Custom fields on closing form.

3. On the Opportunity Closing page, turn the Custom fields on closing form toggle to Yes.

4. Select Save.

Sales Professional

1. In your app, on the navigation bar, select the Settings icon , and then select Advanced Settings.

   The Business Management settings page opens in a new browser tab.

   Note

   The Advanced Settings page is moving from the web client to an Unified Interface app. If your organization has enabled the public preview of the Advanced settings redirection feature, you’ll see the settings open in the Power Platform Environment Settings app. Find more information about the app and navigation path in Advanced settings in the new experience.

2. On the navigation bar, select Settings, and then select Administration.

3. Select System Settings.

4. In the System Settings dialog box, on the Sales tab, set Customize close opportunity form to Yes.

   

5. Select OK.

Next steps

Customize the Opportunity Close form
Close opportunities as won or lost

Can't find the feature in your app?

There are a few possibilities:

• You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
• You don't have the necessary security role to use this feature.
  • To configure or setup a feature, you need to have the Administration and customization roles
  • To use sales-related features, you need to have the Primary sales roles
  • Some tasks require specific Functional roles.
• 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.