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Microsoft Dynamics CRM (Archived)

Check if Contact has same Company Name as Opportunity Regarding?

Posted on by Microsoft Employee

I'm building a workflow to check a set of conditions on an Opportunity, specifically to check if a Contact Lookup on the Opportunity works for the same company as the Account Owner of the Opportunity. What is the criteria I should be using?

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  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Check if Contact has same Company Name as Opportunity Regarding?

    Contact lookup on Opportunity = Contact record.

    Owner of the Account lookup on Opportunity = User record.

    The User record does not any OOB field to Account entity.

    So, there is no way for you to do the above comparison.

    Please provide more info on which two fields need to be compared.

  • Verified answer
    unizap Profile Picture
    unizap on at
    RE: Check if Contact has same Company Name as Opportunity Regarding?

    You may try the underlined condition in the screenshot below

    2018_2D00_05_2D00_16_5F00_13_2D00_18_2D00_01.jpg

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Check if Contact has same Company Name as Opportunity Regarding?

    the Account Owner of the Opportunity.  please can you explain this in more detail

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