Customize the Opportunity Close form

Enable sales managers to draw key insights based on the information the sales representatives fill in while closing an opportunity.

System administrators or customizers can use the Opportunity Close quick create form to add custom fields, so that sales representatives can capture important details about why an opportunity was closed. Sales managers can use this data to know which products are doing well and develop a better strategy.

Note

  • The capability to customize the Opportunity Close form is supported only in the sales app built on Unified Interface.
  • Before you customize the Opportunity Close form, you must enable the customization of Opportunity Close form. More information: Enable customization of the Opportunity Close form

What customizations are possible?

  • Customization of Opportunity Close entity to add custom fields, including of type Lookup.

    Important

    • You can’t delete the out-of-the-box fields or customize or delete the out-of-the-box entity relationships.
    • Creating an Opportunity Close record (for example, from a related entity record or the Quick create menu) closes the related opportunity.
  • Customization of Opportunity Close Quick Create form to capture details such as Profit Margin, Winning Product and so on, when closing an opportunity.

  • Customization of form to add client-side validations. For example, when an opportunity is closed as Won, the Profit margin (custom field) is mandatory.

  • Customization of Opportunity Close Information form to view details of the closed opportunity

  • Customization of views

To capture any additional custom information during opportunity close, custom attributes (fields) must be added to Opportunity Close entity and their forms. If this additional information is to be made available on other entities, then the data must be maintained in both entities. After an Opportunity Close record is created, the data for custom attributes that must be available in other entity records must be updated in the other entity records. Example: If Opportunity Close form needs to capture the ‘Purchase process’, which belongs to the Opportunity entity, the attribute ‘Purchase process’ must be maintained in both Opportunity Close and Opportunity entities, and the data between the two entities must be synchronized. You can write a client-side code (form scripting or web resources) or server-side plugin to keep the data in sync between the two entities.

Note

You may see data consistency issues if the attribute value in Opportunity Close isn't synchronized with the main entity when an Opportunity is closed or if the attribute is updated in the main entity after the Opportunity was closed.

Create custom fields for the Opportunity Close entity

To enable sales representatives to capture relevant data about an opportunity close, create fields as required by your organization for the Opportunity Close entity. For example, if your organization would like to know the profit margin for all the won opportunities, create a new field called Profit Margin.

To create fields,

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

    Advanced Settings option on the Settings menu

    The Business Management page opens.

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

    Customization option on the site map

  3. On the Customization page, select Customize the System.

  4. In the solution explorer, under Components, expand Entities, and then expand Opportunity Close.

  5. Under the Opportunity Close node, select Fields.

  6. To add a new field, on the Actions toolbar, select New, and enter a Display Name to generate the Name. For more information on the data to enter, see Create and edit fields (attributes)

Add newly created custom fields to the Opportunity Close form

After you’ve created the fields that are required by your organization, add those fields to the Opportunity Close form, so sales representatives can capture data in those fields at the time of closing opportunities.

  1. In the solution explorer, under Components, expand Entities, and then expand Opportunity Close.

  2. Under Opportunity Close node, select Forms.

    Forms node in Solution explorer

  3. Open the Opportunity Close form of type Quick Create.

  4. Add or remove any fields, as required on the Opportunity Close form.

  5. Select Save and Close.

    Important

    The Opportunity entity has the following statuses, which aren’t customizable: Open, Won, Lost. However, you can add multiple status reasons corresponding to the Won and Lost statuses. It is important to ensure that the custom status reasons added for Opportunity are also present in a special attribute of Opportunity Close entity with schema name "OpportunityStatusCode". If you add custom values to a Status Reason field against a state (Won/Lost) in the Opportunity entity, you must add the same custom value to the special attribute OpportunityStatusCode on the Opportunity Close entity manually and vice versa. This displays the correct customized values with right defaults preselected for each opportunity Win and Loss state.

    Note

    There are two fields on Opportunity Close entity with display name as "Status Reason" but with schema names as statuscode and opportunitystatuscode. It is important to note that custom status reasons should be added to the opportunitystatuscode attribute and not to the statuscode attribute.

  6. Open the Information form of type Main, and make the same changes that you did in Step 4.

    The sales representatives or managers can view the Opportunity Close record after an opportunity is closed either from the Opportunity timeline or from the Related Activities grid, which uses the Information form. For these newly-added or removed fields to reflect on the Information form, the changes must be made to the Information form, too.

Add Opportunity Close entity to the custom app module

To enable the capability of customizing the opportunity close experience on a custom app module, you must first add the Opportunity Close entity to the custom app module.

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

  2. On the navigation bar, select Settings, and then under Application, select My Apps.

  3. On the Sales Professional tile, select the More options icon More options icon, and then select Open in App designer.

    The app designer opens.

  4. Select Add, and then under Artifacts, select Entities.

  5. In the Search Entities box, type Opportunity Close, select the Opportunity Close entity.

  6. Select the See more options for the entity icon, and then select the Add all assets and Include entity metadata check boxes.

  7. Select Publish, and then select Save and Close.

After completing the steps in this section, follow the steps in the sections Create custom fields for the Opportunity Close and Add newly created custom fields to the Opportunity Close form.

See also

Close opportunity as won or lost
Enable customization of the Opportunity Close form