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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I make a '...
Microsoft Dynamics CRM (Archived)

How can I make a 'primary contact' field required for a new opportunity

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Posted on by Community Member Microsoft Employee

Hello Microsoft Community!

Could you please advise on how can I make a 'primary contact' field required for a new opportunity / account?

Thank you in advance! 

*This post is locked for comments

  • Verified answer
    Friyank Profile Picture
    Friyank 944 on at
    RE: How can I make a 'primary contact' field required for a new opportunity

    Create New Account

     08.png

    Currently it’s not mandatory

    8424.02.png

    Click Form

    2860.03.png

    Double Click Primary Contact Field

     8233.04.png

    In Details Tab Click Edit

    7585.05.png

     

    Set Field Requirement as Business Required.

    06.png

    Save and publish

    07.png

    Refresh your Account Screen or Again click new

    08.png

     

    Now primary Contact is mandatory

    And if you want on Edit page , Field Validation should get removed 

    Then add following code in your Onload Javascript. 

    function RemovePrimary() {
    var formType = Xrm.Page.ui.getFormType();
    if (formType == 2) {
        Xrm.Page.getAttribute("primarycontactid").setRequiredLevel("none");
    }
}


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