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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Polymorphic CustomerId...
Customer experience | Sales, Customer Insights,...
Answered

Polymorphic CustomerId shows only contacts on opportuntiy

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Posted on by KjoniX2 85

Suddenly the polymorphic lookup field for potential customer on Opportunity can only look up contacts not accounts.

No script/code etc.

Why?

  • kjoniXen Profile Picture
    kjoniXen 40 on at
    RE: Polymorphic CustomerId shows only contacts on opportuntiy

    Right, For unknown reason account was not in app designer classic, but is was visible in new app designer.

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Polymorphic CustomerId shows only contacts on opportuntiy

    Hi,

    Please check if Account entity is added to your model driven app using app designer.

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