Introduction:
Earlier to the Wave 2 release there was no option to customize the Opportunity Close dialog box. While closing an opportunity, organization would like to know why the opportunity is lost or won. If it is lost then business will try new strategies to improve win rates.
In this Wave 2 release Microsoft has provided supporting customization of the Opportunity Close dialog box, which helps Sales organization to track the close/win details based on their strategic sales initiatives.
Let’s take a scenario where business wants to add field on Opportunity Close dialog box like Outsource Vendors etc. To add fields, navigate to Settings–>Customization–>Customize the System and choose entity Opportunity Close and open the form as shown below and add Opportunity Vendor field.
So let’s see the Opportunity Close dialog box after adding the field.
To customize the Opportunity Close dialog box you need to enable the setting, then you will be able to customize the form of Opportunity Close entity by following the below steps:
Navigate to Settings–>Administration, select System Settings.
In the System Settings dialog box, on the Sales tab, set the Customize close opportunity form field to Yes as shown below:
Now organization wants to show and hide the fields based on the Opportunity Close and Opportunity Won. The business required, if opportunity won then Outsource Vendor field will be shown and if Opportunity lost then Competitor field will be visible and the user will not be able to see the Outsource vendor field.
Now we have tried to show and hide fields based on the condition using Business rules but Opportunity Vendor field is not present in the list. It may seem like it is a bug.
Next, we used the JavaScript and it is working. We added JavaScript on load of Opportunity Close form.
Here in JavaScript, we wrote a code where if user clicks on Close as won button then user will be able to see the Outsource Vendor field and won’t be able to see the Competitor field.
If user clicks on Close as Lost then user can see the Competitor field but won’t be able to see the Outsource Vendor field as shown below:
Also in the Wave 2 release you can create a new form for Opportunity Close dialog box and also you can set the form order as per your need as shown below:
Conclusion:
Editable Opportunity Close dialog box helps organizations to track whether the competitors are trending in losses, or what drove success in wins.