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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / View company name with...
Customer experience | Sales, Customer Insights,...
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View company name with stakeholders

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Posted on by Ruma1991 22

How to display company name with stakeholders on opportunities form 

  • Ruma1991 Profile Picture
    Ruma1991 22 on at
    RE: View company name with stakeholders

    Hi experts,

    Does anyone have an answer for this issue?

    Thanks

  • Ruma1991 Profile Picture
    Ruma1991 22 on at
    RE: View company name with stakeholders

    Hi,

    Thank you for the response. Let me explain the scenario. Some opportunities contain multiple Stakeholders with different companies. So I want to display the company name under the Stakeholders card in the opportunity form. Please refer to the below screenshot.

    ScreenshotA.png_2D00_640x480.png_2D00_548x546.png

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: View company name with stakeholders

    Hi,

    Please refer to my steps.

    Create a new Field in opportunity which is Customer type because that the Company Name of Contact is Customer type.

    pastedimage1682563618945v3.png

    Then create a real-time and demand workflow to update this new field. Remember activate this worflow.

    pastedimage1682563758497v6.pngpastedimage1682563892817v7.pngpastedimage1682563968485v8.png

    Now run the workflow in advance finding and add this new field to the opportunity form. 

    It works well.

    pastedimage1682564052810v9.pngpastedimage1682564510325v10.png

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