Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

Scenario – Configuring the Pen Control

Sarah now wants to add the Pen Control so that the Opportunities can be signed by the customers. Sales representatives visit them equipped with the Dynamics 365 for phones application.

The following steps are needed to configure the Pen Control:

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

2. Navigate through Opportunity | Fields and then click New:

3. Create a new multiline text field called Signature. Fill in the name as Signature and type as Multiple Lines of Text. Click on Save and Close ...