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I am trying to use the new feature that is included in 2019 Release Wave 2 of Microsoft Dynamics CRM 365 that allows the Opportunity Close dialog box to be modified.

I followed all the instructions to modify this dialog, however whatever I try doesn't work.

I made sure the following settings where present:

  1. Went into the Power Platform Admin Center and made sure that my instance was upgraded to the October 2019 Release Wave 2.
  2. In my instance I went into Settings > Administration > System Settings > and under the tab "Sales" made sure "Customize close opportunity form" is set to "Yes".
  3. I then created a new text field for Opportunity Close and added it to both the quick form and main form.
  4. I published all my changes.
  5. When I go to an Opportunity and click on "Close as Lost" I do not see my new field on the form.

Has anyone else encountered issues where their changes did not appear in the Opportunity Closed form? If so what was the cause?

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1 Answers

1
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Are you using new UI and not the classic one. Becuase Opportunity close quick creat form will work only in new UI. I just tried it on one of my system and it works. But when I try same on classic it won't

Note I added field Priority on quick create form

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But now when I try this on Classic it does not work

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