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.

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

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.


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:

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 Icon to change the work 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.