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

Posted on 2011-02-25
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Last Modified: 2013-11-24
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.

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Question by:apollo7
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Author Comment

by:apollo7
ID: 34983293
Note: this could also work if populated by the onchange event of Potential Customer to add the Parent Account of the potential customer

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acstechee earned 250 total points
ID: 35004980
Could you run a workflow, triggered by the opportunity creation, to populate the field for you?
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Author Comment

by:apollo7
ID: 35005498
Possibly, could you give me some details on the workflow steps?

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Assisted Solution

by:John Stevens
John Stevens earned 250 total points
ID: 35018413
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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Author Closing Comment

by:apollo7
ID: 35072907
Thanks, both comments helped me solve my issue.
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