How to customize and optimize your ‘Opportunity close’ dialog box

Door Neillon Carmichael op

I’m all about keeping the workspace as simple and clear as possible. I want to be as maximize productivity in the time that I have by only working with what I need.

Sometimes you stumble upon features in Dynamics 365 that are not immediately noticeable, but that are very useful: the customizable opportunity close dialog box.

Being able to customize that dialog box that appears whenever you want to close an opportunity. Too often I’ve seen only the Status Reason being customized (by adding more reasons), but everything else was just clutter. It’s a small thing, but in the end it can help out a lot with efficiency and effectivity.

Here’s how to do so:

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