--- title: Dynamics App – Closed Opportunity Date Filter description: Dynamics App – Closed Opportunity Date Filter --- [Skip to content](https://nexusengage.com/support/dynamics-app-closed-opportunity-date-filter#main-content) English Show submenu for translations ![fb2acfcb-b621-467c-ac7f-d5d4beee378d-1](https://nexusengage.com/hs-fs/hubfs/fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png?width=200&height=53&name=fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Nexus Website](https://nexuscenter.io/) [Nexus Website](https://nexuscenter.io/) What are you looking for? - There are no suggestions because the search field is empty. 1. [Nexus Support Center](https://nexusengage.com/support) 2. [Sales Enablement Hub](https://nexusengage.com/support/sales-enablement-hub) 3. [Dynamics Application](https://nexusengage.com/support/sales-enablement-hub#dynamics-application) # Dynamics App – Closed Opportunity Date Filter **Release:** Q4 2025 **Platforms:** Microsoft Dynamics 365 #### **Overview** The Closed Opportunity Date Filter enhances how Opportunities are surfaced inside the Nexus Enablement Hub when users create an Engagement Requests. This feature introduces configurable controls that allow MS Dynamics Admins to decide whether Closed Opportunities should be included, and how recently they must have closed to qualify as valid options. #### **Objectives** - Provide Dynamics Admins control over visibility of Closed Opportunities. - Ensure users can only attach Engagement Requests to recent, meaningful Opportunities. - Improve alignment between Dynamics data governance and Nexus Engagement workflows. - Maintain a clean, relevant Opportunity list across all Opportunity-dependent actions. --- **Table of Contents** - - [Overview](https://nexusengage.com/support/dynamics-app-closed-opportunity-date-filter#Overview) - Objectives - Functional Summary - [Key Highlights](https://nexusengage.com/support/dynamics-app-closed-opportunity-date-filter#KeyHigh) - [Configuration Details](https://nexusengage.com/support/dynamics-app-closed-opportunity-date-filter#ConfigDetails) - New Setting: Include Closed Opportunities - [Feature Behavior](https://nexusengage.com/support/dynamics-app-closed-opportunity-date-filter#FeatureBehavior) - [When “Include Closed Opportuni](https://signet.atlassian.net/wiki/spaces/externalaccess/pages/3885826098/Dynamics+App+Closed+Opportunity+Date+Filter#When-%E2%80%9CInclude-Closed-Opportunities%E2%80%9D-%3D-OFF)t[ies” = OFF](https://signet.atlassian.net/wiki/spaces/externalaccess/pages/3885826098/Dynamics+App+Closed+Opportunity+Date+Filter#When-%E2%80%9CInclude-Closed-Opportunities%E2%80%9D-%3D-OFF) - When “Include Closed Opportunities” = ON - Impacted Areas - [System Preconditions](https://nexusengage.com/support/dynamics-app-closed-opportunity-date-filter#SystemPrecon) - [How to Configure the Opportunity Date Filter](https://nexusengage.com/support/dynamics-app-closed-opportunity-date-filter#Configtheopp) - Step-by-Step Guide --- #### **Functional Summary** #### **Key Highlights** - A new toggle “Include Closed Opportunities” is added to the Nexus Configuration settings. - When enabled, Admins can define Opps Closed Within Last ‘X’ Days. - Users will now only see when toggle is enabled: - Open Opportunities - Closed Opportunities whose Close Date is within the last X days - Closed Opportunities outside the allowed timeframe are excluded from: - Opportunity Search - Applies only to the Nexus Enablement Hub (per-app scope). - Admins can change the toggle and the X-days value at any time. --- #### **Configuration Details** ### **New Setting: Include Closed Opportunities** A new toggle has been added to the Dynamics App → Configuration → Nexus Configuration section. ![Date1](https://nexusengage.com/hs-fs/hubfs/Date1.png?width=670&height=311&name=Date1.png)     | **Setting** | **Description** | | --- | --- | | Include Closed Opportunities | Enables or disables visibility of Closed Opportunities. Default: OFF | | Include Opps Closed Within Last ‘X’ Days | Visible only when toggle = ON. Accepts any positive integer. |       --- #### **Feature Behavior** ### **When “Include Closed Opportunities” = OFF** Only Open Opportunities appear across all Opportunity selection workflows. ### **When “Include Closed Opportunities” = ON** The system will show: - Open Opportunities - Closed Opportunities where: Closed Date ≥ (Today – X days) Closed Opportunities falling outside the configured X-days window will not appear. ### **Impacted Areas**       | **Area** | **Visibility Rules** | | --- | --- | | **Opportunity Search** | **Open Opps + Closed Opps within X days** | | **Visit → Opportunities** | **Same filtering applies** |       --- ### **System Preconditions** **Before enabling the Closed Opportunity filter, ensure the following components are installed and configured:** - Power Apps access with latest solutions imported - MS Dynamics App installed - Nexus Enablement Hub installed - Engagement Connector installed - Mapping Page configured - Configuration Page configured --- ### **How to Configure the Opportunity Date Filter** #### **Step-by-Step Guide** 1. Navigate to Power Apps → Dynamics App → Configuration. 2. Open the Nexus Configuration section. 3. Locate the toggle Include Closed Opportunities. 4. Set toggle to ON if Closed Opportunities should be included. 5. Enter the number of days in Opps Closed Within Last 'X' Days. 6. Save changes. **"Example Configuration Scenario"** **Scenario:** A Dynamics Admin wants users to see Closed Opportunities that closed within the last 60 days. **Steps:** - Set Include Closed Opportunities = ON - Enter 60 in the X-days field - Save **Result:** All Open and Closed Opportunities with a Closed Date within the past 60 days will appear. - [Engagement Hub](https://nexusengage.com/support/engagement-hub#main-content) - [Release Notes](https://nexusengage.com/support/engagement-hub#release-notes) - [Dashboard and Calendar](https://nexusengage.com/support/engagement-hub#dashboard-and-calendar) - [Visit Requests and Form](https://nexusengage.com/support/engagement-hub#visit-requests-and-form) - [Visit Scheduling and Management](https://nexusengage.com/support/engagement-hub#visit-scheduling-and-management) - [Site and Room Administration](https://nexusengage.com/support/engagement-hub#site-and-room-administration) - [User Management and Profiles](https://nexusengage.com/support/engagement-hub#user-management-and-profiles) - 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