Mastering Microsoft Dynamics CRM 2016

Configuring the Pen Control

Sarah now wants to add pen control so that opportunities can be signed by the customers when the Contoso sales representative visits them equipped with the Dynamics 365 phone app.

Perform the following steps to configure the pen control:

1. Navigate to Settings | Customization | Customize the System:

2. Expand entities. Select Opportunity, expand Opportunity | Select Fields and click New:

3. Create a new multiline text field called Signature. Fill in the name as Signature and Type as Multiple Line of Text. Click Save ...