web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customer field does no...
Microsoft Dynamics CRM (Archived)

Customer field does not always populate in the Opportunity Form

(0) ShareShare
ReportReport
Posted on by Avneet 125

Hi there,

I have an issue where the Customer field does not always populate for the Opportunity entity. If I'm creating a new Opportunity, and I enter in all the details including Parent Account and then Save the Opportunity for the first time, the Customer field does not get populated. However, if I save the Opportunity first, and then enter in the Parent Account details, the Customer field get populated. Has anyone else faced this issue and is there a solution?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,308 User Group Leader on at

    Hi Avneet

    Are you using On Premise or Online?

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Do you have any workflows or custom plugins running when an opportunity record is created?

  • Avneet Profile Picture
    Avneet 125 on at

    Hi,

    This is on Microsoft Dynamics Online 2015. There were a few other workflows that were running on Opportunity Create. One of them checked for certain contacts, and deleted them from the Opportunity if they matched a certain criteria. I guess it's this workflow that's causing the issue, because as soon as I disabled it, the Parent Account/Customer issue went away. Thanks for your help! I'll try and find a workaround for that Workflow.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans