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Microsoft Dynamics CRM (Archived)

Contact Relationships between Accounts & Opportunities

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Posted on by Community Member

Hi All,

I've been wracking my brain on this but have become stumped.

The sales people in our company would like Contacts to remain consistant through our sales proccess.

So right now they are added to a lead via stakeholders, then when qualified they have an account : contact relationship, but an opportunity : stakeholder relationship.

While i understand how to make an opportunity : contact relationship i need ot be able to make this so when the account has more contacts related to it, this is mirrored in the opportunity - and intitally mapped from the originating lead from the connections.

Any help would be grand (without plugins im no good at development as of yet)

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ManirajKV 1,477 on at

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HI Steve,

https://community.dynamics.com/crm/f/117/t/116658

http://riics.com/main/relationship-between-opportunity-to-account-or-contact-records/

Hope above topic will helps to resolve

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