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1) i need to copy subgrid contact and copy it in parent opportunity in mscrm how?
2) How to hide contact field in opportunity form? i do not want people to see contact related details in opportunity form?
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Hi,
use business rule to hide the fields if you have conditions.
dynamicscrmpros.com/hiding-section-fields-microsoft-dynamics-crm-2013-using-business-rules
To answer your first question, If you have to associate the list of contacts that a child opportunity has to a parent opportunity, Dynamics 365 out of the box does not support this feature. you will have to use your custom solution or third party tools.
There is also a related thread : [View:https://community.dynamics.com/crm/f/117/t/246130:750:50]
You could create a Custom Workflow Activity that can associate all child contacts to a parent opportunity
Answer to your second question is straight forward, you have to untick the Visible By Default as shown below and also follow the link below to go through the full details
Hi Sandeep,
would you mind putting more information on your first question.
for second question - you can simply hide the customer lookup if you need to completely hide it. ( go to form editor --> select the field ---> uncheck visible by default.)
However if you need to hide it from specific users - you can use the field level security very well : https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/field-level-security
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