Dynamics CRM 4.0 - Place the Account of the Potential Customer on an Opporunity
Posted on 2011-02-25
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.