2019 Release Wave 2: Customization of Opportunity Close Dialog Box

While going through 2019 release Wave 2 features, this feature caught my attention. This was something we needed in the past for our couple of clients and as it was not customizable we had to use the HTML web resource to develop it from scratch. The Customization of Opportunity Close Dialog Box feature. So, I decided to give it a try via early opt-in.

Create a New Trial

First, create a new trial for Microsoft Dynamics 365 Customer Engagement. However, you may try this out in your existing sandbox environment if you prefer to do so.

Enable the 2019 Release Wave 2 Updates

Enable the trial environment for 2019 release wave 2 updates. To see how to enable your environment for the update please refer to How do I enable the 2019 release wave 2 updates.

Here, one thing has to be kept in mind that enabling the updates successfully doesn’t necessarily mean that you would be able to view or test the updates immediately. The documentation says that updating an application may take few hours.

Updating the application might take few hours. Wait up to 24 hours before creating a support ticket.

Create a Unified Interface App

If you are creating a new trial to test the updates it’s better to create a new Unified  Interface App to test this feature. The existing “Dynamics 365 – Custom” app that “provides access to the full suite of  capabilities” is actually a legacy app and this feature wont work in it.

And obviously, after creating a new Unified Interface App you have to:

1. Customize the site map of the Unified Interface App to add the Opportunity entity sub area
2. Add the Opportunity and Opportunity Close entities and forms to the Entities section of the Unified Interface App

Note

This feature is available in the Unified Interface only.

Enable the Opportunity Close Dialog Customization

To enable Customization of Opportunity Close dialog box you have to enable it first.

Select the Settings icon in your app and then select Advanced Setting.

The Settings page will be opened in another tab. Through this page:

1. go to Settings > Administration and then select System Settings.
2. Click on the Sales Tab
3. Under the Customize Close Opportunity form option, select Yes.
4. Click OK.

Create Custom Fields for the Opportunity Close Entity

1. Go to Settings > Customizations and the select Customize the System
2. In the Default Solution window under Components expand the Entities node
3. Go to the Opportunity Close entity and expand it
4. Select Fields

From here, create the fields that you want to add on the Opportunity Close form

Add Custom Fields to the Opportunity Close Form

1. Under the Opportunity Close entity, select Forms
2. Open the Opportunity Close form of Quick Create type
3. Add custom fields that you created above to this form
4. Select the Opportunity Close entity and click Publish button on the command bar (Ribbon)

The Opportunity Close form is the form that appears when user clicks on the Close as Won or Close as Lost command bar buttons. I added the “Profit Margin” custom field following the steps above. Below is how the Opportunity Close dialog looks after the customization.

Customize the Information Form

You can also customize the Information form of Main type if you want to, in a similar way you customize other entity forms.

The sales representatives or managers have a way to open the Opportunity Close record after an opportunity is closed, 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.

Other Customizations

Around Opportunity Close entity you can also customize:

• The form to add client-side validations (JavaScript). For example, you can show/hide certain fields or mark as mandatory based upon the opportunity is being won or lost.
• The views to add your custom fields or may be to remove certain fields