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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Adding contact drop do...
Microsoft Dynamics CRM (Archived)

Adding contact drop down list to opportunity

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Posted on by John Bock 1,375

I need to add the contact drop down list to the opportunity form in order to identify a primary additional dealer contact associated with the opportunity.

I don't see contact as one of the fields I can add to the form.

Do I need to add a relationship between the contact and opportunity first?

What am I missing?

Thanks,
John

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I have the same question (0)
  • MercureIntegration Profile Picture
    MercureIntegration 1,725 on at

    I think that the field is the Customer. It is grouping contact, account, and lead.

    I you want to add an additionnal field for the Dealer, a new relationship should be created. After the relationship is added, you can add the new field (lookup) on the form.

  • John Bock Profile Picture
    John Bock 1,375 on at

    Don't quite follow your suggestion.

    Are you saying I need to create a new entity call Dealer then create a relationship of it to the opportunity entity?

    I'd rather not do that as the dealers are already entered in under account and contacts, I just want to be able to put them on the opportunity.

    John

  • MercureIntegration Profile Picture
    MercureIntegration 1,725 on at

    There is already a Relationship between Opportunity and (Contact, Account), called Potential Customer.

    So, if you want to add a new Lookup from Opportunity to Account (your Dealer), you should define a new relationship between those entities.

    The result of the new relationship will be a new Lookup Attribute (new_dealer, or something like that), that should be available in the form.

    Is it a little more understandable?

  • John Bock Profile Picture
    John Bock 1,375 on at

     Yes it's better.  However I don't want to specify an account I want to specify a contact.  In order to give credit to the appropriate person at the dealer.

    John

  • MercureIntegration Profile Picture
    MercureIntegration 1,725 on at

    Same technique.

    The only difference is that the Contact Entity must be selected as the Primary Entity when creating the N:1 Relationship in the Opportunity customization screen.

  • John Bock Profile Picture
    John Bock 1,375 on at

     Is there any downside to adding this relationship, anything I should be aware of?

     

    Thanks

    John

  • John Bock Profile Picture
    John Bock 1,375 on at

     Also is there a way that I can have a look-up of contacts driven by a query so I could have it list only contacts that are of a specific relationship type?

    Thanks,

    John

  • MercureIntegration Profile Picture
    MercureIntegration 1,725 on at

    Nothing exceptionnal... maybe a little warning because if you do not specify a different name for the relation, the entity name will be used, and that can be a little confusing.

  • MercureIntegration Profile Picture
    MercureIntegration 1,725 on at

    You are talking about Filtered lookup... it is not possible out-of-the-box, but it's actually possible using a third party from Stunnware, checkout the products at http://www.stunnware.com/

     

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