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!
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Create New Account
Currently it’s not mandatory
Click Form
Double Click Primary Contact Field
In Details Tab Click Edit
Set Field Requirement as Business Required.
Save and publish
Refresh your Account Screen or Again click new
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.
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function RemovePrimary() {
var formType = Xrm.Page.ui.getFormType();
if (formType == 2) {
Xrm.Page.getAttribute("primarycontactid").setRequiredLevel("none");
}
}
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