Solved

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

Posted on 2011-02-25
7
812 Views
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.

Thanks
0
Comment
Question by:apollo7
  • 3
7 Comments
 
LVL 1

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

Thanks
0
 
LVL 4

Accepted Solution

by:
acstechee earned 250 total points
ID: 35004980
Could you run a workflow, triggered by the opportunity creation, to populate the field for you?
0
 
LVL 1

Author Comment

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

Thanks
0
 
LVL 3

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"
0
 
LVL 1

Author Closing Comment

by:apollo7
ID: 35072907
Thanks, both comments helped me solve my issue.
0

Featured Post

Free Tool: Subnet Calculator

The subnet calculator helps you design networks by taking an IP address and network mask and returning information such as network, broadcast address, and host range.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Salesforce.com is a cloud-based customer relationship management (CRM) system. In this article, you will learn how to add and map custom lead and contact fields to your Salesforce instance.
Having trouble getting your hands on Dynamics 365 Field Service or Project Service trial? Worry No More!!!
The viewer will learn the basics of jQuery, including how to invoke it on a web page. Reference your jQuery libraries: (CODE) Include your new external js/jQuery file: (CODE) Write your first lines of code to setup your site for jQuery.: (CODE)
The viewer will learn the basics of jQuery including how to code hide show and toggles. Reference your jQuery libraries: (CODE) Include your new external js/jQuery file: (CODE) Write your first lines of code to setup your site for jQuery…

828 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question