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How to View a Closed as Lost Opportunity's description RRS feed

  • Question

  • I am looking to create a report that shows the description of the closed opportunity.

    When you close an opportunity as lost - you get a pop up screen and you can add a description.

    How do I view that description?

    Thanks


    JC IHC

    Monday, March 23, 2015 3:01 PM

Answers

  • Hello JC,

    When you close an Opportunity, the pop up screen that is shown will create an Activity on Dynamics CRM.
    You can get that activity on Advanced Find.
    You can specify a filter on the atribute "Activity Type" to Oportunity Close.

    So, to create a report that shows this description, you need to specify on the report the following parameters:

    Then, when specifying the columns, you can add the description attribute to be shown on the report.

    Let us know if this helps.

    Thanks.
    Best Regards

    • Marked as answer by JC IHC Monday, March 23, 2015 5:42 PM
    Monday, March 23, 2015 4:21 PM

All replies

  • Hello JC,

    When you close an Opportunity, the pop up screen that is shown will create an Activity on Dynamics CRM.
    You can get that activity on Advanced Find.
    You can specify a filter on the atribute "Activity Type" to Oportunity Close.

    So, to create a report that shows this description, you need to specify on the report the following parameters:

    Then, when specifying the columns, you can add the description attribute to be shown on the report.

    Let us know if this helps.

    Thanks.
    Best Regards

    • Marked as answer by JC IHC Monday, March 23, 2015 5:42 PM
    Monday, March 23, 2015 4:21 PM
  • thank you

    JC IHC

    Monday, March 23, 2015 5:42 PM