Adding accounts as stakeholders on an opportunity

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Posted on by HEDI

Hi all,

Actually in CRM we can only manage contact as stakeholders in the opportunity form with the standard view that use the plus button. Haw can we manage account as stakeholders using the same mechanism.

Thanks for your help

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MNarmeen 1,846 on at

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RE: Adding accounts as stakeholders on an opportunity

Anyone , found a solution to this?
HEDI on at

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RE: Adding accounts as stakeholders on an opportunity

Bellow the + button gives me the bellow lookup view :

the is no way to select account entity. Because this view is a system view and we canot change the filter and the lookup target :

when I add a new view it gives me the following view without the + Buttom:
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TheMarkChristie 10,328 on at

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RE: Adding accounts as stakeholders on an opportunity

Ok, you will need to create a new view for accounts as well
HEDI on at

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RE: Adding accounts as stakeholders on an opportunity

Yes I add it, and the default view of stakeholders is look for contact and I canot change the entity target to search account
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TheMarkChristie 10,328 on at

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RE: Adding accounts as stakeholders on an opportunity

Have you added the stakeholders subgrid?
HEDI on at

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RE: Adding accounts as stakeholders on an opportunity

I prefer to find a solution with connections. So I create the connections for account as stakeholders, but the problem is about the standard view that is liked only to contact, so the + button (to add stakeholder) is only available for contact and to add an account I must select another view and edit the connection for account by using the another view without alow me to select inline role
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TheMarkChristie 10,328 on at

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RE: Adding accounts as stakeholders on an opportunity

If you change the Stakeholder connection role by adding Account in the Select Record Types

.

Please check whether it is being used in other entities (other than opportunity), so that it would not affect other areas.
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Community Member Microsoft Employee on at

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RE: Adding accounts as stakeholders on an opportunity

You can create a custom N:N relationship between both entities and add a subgrid of account to capture accounts as stakeholders. You can also use connections (by using connection role named as stakeholder).