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Dynamic CRM 9.1 OnPremise- Opportunity close customization- Lookup /Customer type attribute

Posted on by 160

Hi Team,

I wanted to a lookup field for account on opportunity close but it is not allowing. Anyone facing this issue?

1. Try to add customer type attribute, it shows error

pastedimage1626702806515v1.png

Try to add lookup, entities are not loaded.

pastedimage1626702847960v2.png

  • Sushma Patole Profile Picture
    Sushma Patole 160 on at
    RE: Dynamic CRM 9.1 OnPremise- Opportunity close customization- Lookup /Customer type attribute

    Thanks I just wanted to confirm with someone. This is not written in Microsoft document as limitation opportunity close customization

    docs.microsoft.com/.../customize-opportunity-close-experience

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamic CRM 9.1 OnPremise- Opportunity close customization- Lookup /Customer type attribute

    Hi Sushma,

    It seems that the Opportunity Close entity does not support creating lookup field in CRM 9.1 On-Premise, which is by design.

    Adding a lookup field would create a relationship.

    If you are going to create a new N:1 relationship of the Opportunity Close entity, you can go to Opportunity Close > N:1 Relationships and check if the New button is present.

    Opportunity Close entity does not allow new relationships to be created.

    pastedimage1626749117687v1.png

    Therefore, the Opportunity Close entity does not support the creation of lookup fields.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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