Tag: Opportunity Close Dialog

 

Customize Opportunity Close Dialog Box

After the October 2019 release wave, system administrators now have the ability to customize/configure the Opportunity Close Dialog box without having to use any code or other development efforts. This is a great new feature and allows us to capture additional information when an opportunity is closed, either won or lost. In the following example I am going to add a custom ‘Other Reason’ text field that only shows (andRead More

Dynamics 365 – 2019 Release Wave 2 | Part 1

On August 2, 2019 the release wave 2 features for D365 CE for early access became available. I am super excited to discuss some of these new features in my next couple of articles. Please note that updates will mostly affect the Unified Interface, the bulk of them will not affect the classic interface.In this article I will be discussing the following topics: This release wave (just like any other)Read More