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Dynamics CRM 4.0 - Place the Account of the Potential Customer on an Opporunity

When I create an Opportunity, I need to add the Parent Customer of the Potential Customer (when it is a Contact or for an Account with a Parent Account)

I have tried using N:1 relationships from Contact (parentcustomerid) and from the Account entity but I just get a lookup that I can populate by selecting the account.  I need it to pull in the the parent account either onload or onsave.

Any help with getting this to work would be greatly appreciated.

Thanks
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apollo7
Asked:
apollo7
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2 Solutions
 
apollo7Author Commented:
Note: this could also work if populated by the onchange event of Potential Customer to add the Parent Account of the potential customer

Thanks
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acstecheeCommented:
Could you run a workflow, triggered by the opportunity creation, to populate the field for you?
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apollo7Author Commented:
Possibly, could you give me some details on the workflow steps?

Thanks
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John StevensManager, IT SystemsCommented:
put the step in to update a record -> then chose the field you want to update  on the right hand side select contact -> parent customer  for the "set to"
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apollo7Author Commented:
Thanks, both comments helped me solve my issue.
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