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ReportI' am beginer od D365.
I modifying opportunity flow and form and I would like assign salesperson to opportunity but without changing owner of this record.
It will be great if salesperson can see is he assigned to this opportunty in his dashboard.
Have you any idea how to do this?
Maybe I can add new column and as a datatype select "Entra ID user" similary as owner column works?
I modifying opportunity flow and form and I would like assign salesperson to opportunity but without changing owner of this record.
It will be great if salesperson can see is he assigned to this opportunty in his dashboard.
Have you any idea how to do this?
Maybe I can add new column and as a datatype select "Entra ID user" similary as owner column works?
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