Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Add a new Contact to an Opportunity

Posted on by 205

Hi,

I have an issue when I want to create and insert a new contact in and from an Opportunity in the Contact look-up, for example, If i want to have an existing duplicate contact or a new one. I get an error. This is in the Opportunity.

How many contacts of the same name can i have associated with an Account?

Any ideas?

Thank you!05218.contact.PNG

*This post is locked for comments

  • Verified answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Add a new Contact to an Opportunity

    This error is occurring because you are typing contact name that is not in CRM system.

    You can create contact in two ways:

    1. From Contact view, Click new.

    2. From lookup, Click on Magnifier glass button then you will see new at bottom of list. Click on new.

  • Verified answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,227 on at
    RE: Add a new Contact to an Opportunity

    Hi ,

    Can you please share error log details that you are getting error on lookup selection.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans