Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Answered

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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,900 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,297 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans