How to Customize the Opportunity Closed Form in Dynamics 365
In this video, UG Expert Heidi Neuhauser explains how to customize the opportunity closed form in the Dynamics 365 Sales Hub.
Key Takeaways
- Enabling custom fields: Heidi explains how to enable custom fields on the opportunity closing form within the Sales Hub by navigating to app settings, expanding the overview, and toggling the setting under Lead and Opportunity Management.
- Customizing forms: After saving the changes, head to make.powerapps.com to modify the opportunity close table in a solution file by adding and editing the Quick Create Form for opportunity close. This allows you to customize the form’s content.
- Customize, save, and publish: You can use the Form Designer to add custom fields or columns to the opportunity close form. You can also create a new table column directly in the designer, drag it onto the canvas, and then save and publish the changes.
- Sync opportunities with forms: Finally, Heidi demonstrates how sales reps can enter a custom order number in the opportunity close dialog. She also suggests using business rules and Power Automate flows to manage data synchronization between opportunities and opportunity close forms.

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