无法在 Microsoft Dynamics CRM 365 的 2019 发行版 Wave 2 中修改商机关闭对话框

Question

I am trying to use the new feature that is included in 2019 Release Wave 2 of Microsoft Dynamics CRM 365 that allows the Opportunity Close dialog box to be modified.

I followed all the instructions to modify this dialog, however whatever I try doesn't work.

I made sure the following settings where present:

1. Went into the Power Platform Admin Center and made sure that my instance was upgraded to the October 2019 Release Wave 2.
2. In my instance I went into Settings > Administration > System Settings > and under the tab "Sales" made sure "Customize close opportunity form" is set to "Yes".
3. I then created a new text field for Opportunity Close and added it to both the quick form and main form.
4. I published all my changes.
5. When I go to an Opportunity and click on "Close as Lost" I do not see my new field on the form.

Has anyone else encountered issues where their changes did not appear in the Opportunity Closed form? If so what was the cause?

Answer 1

Are you using new UI and not the classic one. Becuase Opportunity close quick creat form will work only in new UI. I just tried it on one of my system and it works. But when I try same on classic it won't

Note I added field Priority on quick create form

But now when I try this on Classic it does not work