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When you close an opportunity, capturing the right information helps your sales team learn from wins and losses, improve forecasting accuracy, and identify process improvements. By customizing the Opportunity Close form, you can tailor the fields and questions to match your organization's specific needs.
For example, you might want to add fields to capture competitive information, customer feedback, or internal notes about what factors influenced the decision. This valuable data becomes part of your opportunity records and helps inform future sales strategies.
Enable customization
To allow users in your organization to capture these relevant details when closing opportunities, 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:
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.
In lower-left corner of the screen, select Change area
and then select App Settings.Under General Settings, select Lead + Opportunity management > Opportunity management, and then turn the Custom fields on closing form toggle to Yes.
Select Save.
, and then select Advanced Settings.
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.