Overview
The TechnoMile Growth Suite is built natively on the Microsoft Dynamics platform, transforming the most advanced CRM into a Growth ready platform. The suite enables you to customize and manage a solution including its tables, forms, fields, etc. providing flexibility and configurability to its users.
This document is a step-by-step guide on how you can customize the Opportunity form in TechnoMile's Growth Suite on Microsoft Dynamics.
Audience
Microsoft Dynamics Administrators
IT Support
Prerequisites
Ensure that TechnoMile Growth Suite is already installed and configured. The version of this package must be 2024.1 or higher.
Adding a Field to Opportunity Form
Login to your Microsoft Dynamics instance.
Open App Launcher and click to open Power Apps.
Alternatively, you can open the make.powerapps.com link in a new tab.
Click Environment and select an environment that you wish to customize/configure.
Go to Solutions and click to open your custom solution.
Expand Tables, expand Opportunity, and then select Forms.
Open the Growth Opportunity form.
Click New table column.
Enter a Display name, select Required as Business required to mark the field as required, and expand Advanced options.
Select the Enable auditing checkbox to turn on audit history for the field and click Save.
Drag and drop the Opp Cost field from the left panel onto the form.
The Opp Cost field, which is a required field with auditing enabled is added onto the Opportunity form.Select the Opp Cost field on the form and click Edit table column.
Edit the Display name to rename the field and click Save.
The field is renamed to Opp Cost Total.Click Save and publish.
Go to Opportunities and open an Opportunity record.
The Opportunity record page opens with the Opp Cost Total field displayed.Note
The red asterisk (*) sign denotes that the field is a required field.
