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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Connection in Opportun...
Microsoft Dynamics CRM (Archived)

Connection in Opportunity record to add multiple Companies/Accounts. (Like stakeholders but not as contacts)

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Posted on by Zylawy

Hello,

I've tried to look this up online and attempted to replicate what the stakeholder configuration is using and I'm not having much success. I am trying to add multiple companies/accounts to a single opportunity record just like stakeholders can grab contacts and still have the + button for easily adding additional companies as per the image below. Any help would be great.

801875.Capture.PNG

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  • Zylawy Profile Picture
    Zylawy on at
    RE: Connection in Opportunity record to add multiple Companies/Accounts. (Like stakeholders but not as contacts)

    Can anyone help me with this?

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